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
$558M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.96M
3
+$4.43M
4
GLD icon
SPDR Gold Trust
GLD
+$3.3M
5
AAPL icon
Apple
AAPL
+$3.01M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$3.44M
4
DAL icon
Delta Air Lines
DAL
+$3.43M
5
ALLY icon
Ally Financial
ALLY
+$3.38M

Sector Composition

1 Technology 28.83%
2 Healthcare 13.67%
3 Financials 9.96%
4 Communication Services 9.17%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1M 0.18%
10,799
-1,571
127
$980K 0.18%
17,634
+9,941
128
$973K 0.17%
70,747
-8,299
129
$972K 0.17%
+16,081
130
$972K 0.17%
14,596
+4,572
131
$959K 0.17%
16,357
-6,027
132
$955K 0.17%
+28,180
133
$953K 0.17%
15,469
-9,000
134
$951K 0.17%
15,679
-6,527
135
$938K 0.17%
4,889
-768
136
$922K 0.17%
+12,758
137
$900K 0.16%
94,800
-7,040
138
$887K 0.16%
19,009
+12,027
139
$879K 0.16%
+199,863
140
$878K 0.16%
6,651
+351
141
$875K 0.16%
+6,508
142
$865K 0.16%
+7,582
143
$863K 0.15%
27,350
-2,930
144
$857K 0.15%
92,214
-2,328
145
$848K 0.15%
21,987
-1,262
146
$847K 0.15%
30,270
-6,646
147
$846K 0.15%
+20,630
148
$834K 0.15%
6,803
+424
149
$834K 0.15%
18,665
+8,658
150
$820K 0.15%
6,197
-3,308
4 5
6
7 8