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
$869M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.02M
3
+$3.31M
4
DIS icon
Walt Disney
DIS
+$2.39M
5
TEAM icon
Atlassian
TEAM
+$2.3M

Top Sells

1
+$6.92M
2
+$6.27M
3
+$6.1M
4
ASML icon
ASML
ASML
+$1.28M
5
FTNT icon
Fortinet
FTNT
+$1.21M

Sector Composition

1 Technology 31.48%
2 Financials 10.77%
3 Healthcare 10.71%
4 Consumer Discretionary 8.22%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.09M 0.24%
22,656
+115
102
$2.06M 0.24%
+11,736
103
$2.06M 0.24%
21,010
+2,027
104
$2.02M 0.23%
12,843
+4,520
105
$2.01M 0.23%
8,936
+878
106
$2M 0.23%
38,074
+13,385
107
$1.97M 0.23%
1,652
-93
108
$1.96M 0.22%
11,675
+3,096
109
$1.92M 0.22%
14,848
+9,817
110
$1.87M 0.21%
53,864
-2,572
111
$1.86M 0.21%
70,192
-752
112
$1.85M 0.21%
18,374
+2,358
113
$1.84M 0.21%
42,187
+4,120
114
$1.81M 0.21%
14,204
+12,117
115
$1.81M 0.21%
49,452
-3,168
116
$1.8M 0.21%
33,351
+5,464
117
$1.75M 0.2%
5,021
-78
118
$1.71M 0.2%
10,413
-1,022
119
$1.69M 0.19%
13,646
120
$1.69M 0.19%
89,281
-491
121
$1.68M 0.19%
21,222
+6,303
122
$1.67M 0.19%
29,453
+15,629
123
$1.66M 0.19%
8,549
-822
124
$1.64M 0.19%
7,718
+2,026
125
$1.63M 0.19%
29,903
-731
3 4
5
6 7