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
$534M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.44M
3
+$7.25M
4
AAPL icon
Apple
AAPL
+$7.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.11M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$1.61M
4
CELG
Celgene Corp
CELG
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$836K

Sector Composition

1 Technology 23.43%
2 Healthcare 11.71%
3 Financials 11.31%
4 Communication Services 10.37%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$762K 0.14%
11,338
-63
127
$762K 0.14%
4,794
-433
128
$746K 0.14%
18,340
+453
129
$734K 0.14%
5,737
-184
130
$729K 0.14%
2,102
-970
131
$712K 0.13%
8,000
+640
132
$704K 0.13%
10,133
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133
$699K 0.13%
6,642
-257
134
$698K 0.13%
10,556
-43
135
$680K 0.13%
6,090
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136
$668K 0.13%
652
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137
$664K 0.12%
17,891
-347
138
$662K 0.12%
22,745
-675
139
$645K 0.12%
7,026
-222
140
$639K 0.12%
3,381
-58
141
$636K 0.12%
4,670
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142
$621K 0.12%
5,025
143
$617K 0.12%
5,040
-1,778
144
$615K 0.12%
12,122
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145
$612K 0.11%
13,778
-462
146
$609K 0.11%
15,489
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147
$601K 0.11%
11,892
+100
148
$598K 0.11%
14,452
+1,365
149
$594K 0.11%
13,851
150
$593K 0.11%
11,133
-285
4 5
6
7 8