MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.2M
3
+$6.01M
4
EPAM icon
EPAM Systems
EPAM
+$2.83M
5
CMI icon
Cummins
CMI
+$1.97M

Top Sells

1
+$6.66M
2
+$5.58M
3
+$2.34M
4
AAPL icon
Apple
AAPL
+$2.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.64M

Sector Composition

1 Technology 32.49%
2 Healthcare 10.41%
3 Financials 9.72%
4 Consumer Discretionary 8.56%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.21%
11,435
-37
102
$1.76M 0.21%
19,314
+2,192
103
$1.75M 0.21%
9,371
-501
104
$1.7M 0.21%
14,404
+193
105
$1.69M 0.2%
4,454
-59
106
$1.69M 0.2%
6,565
-20
107
$1.68M 0.2%
16,016
+38
108
$1.67M 0.2%
10,620
-10
109
$1.67M 0.2%
30,634
+12,479
110
$1.67M 0.2%
109,044
-1,284
111
$1.67M 0.2%
4,818
-247
112
$1.65M 0.2%
14,053
+396
113
$1.63M 0.2%
13,646
114
$1.62M 0.2%
27,106
+10,762
115
$1.6M 0.19%
29,243
-238
116
$1.6M 0.19%
20,578
-1,049
117
$1.58M 0.19%
8,442
-102
118
$1.56M 0.19%
27,887
+1,071
119
$1.55M 0.19%
38,067
+15,243
120
$1.55M 0.19%
10,066
-458
121
$1.55M 0.19%
3,742
-513
122
$1.53M 0.19%
89,772
-2,984
123
$1.5M 0.18%
15,716
+1,828
124
$1.49M 0.18%
5,369
+39
125
$1.49M 0.18%
20,398
+5,398
3 4
5
6 7