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
126
$1.48M 0.18%
8,579
+40
127
$1.44M 0.17%
12,363
+376
128
$1.44M 0.17%
3,352
-6
129
$1.42M 0.17%
6,838
+26
130
$1.42M 0.17%
6,861
-152
131
$1.4M 0.17%
21,428
+579
132
$1.39M 0.17%
+17,874
133
$1.35M 0.16%
4,231
+14
134
$1.34M 0.16%
8,323
+123
135
$1.34M 0.16%
24,689
+2,096
136
$1.32M 0.16%
9,200
+35
137
$1.27M 0.15%
10,359
-515
138
$1.27M 0.15%
14,919
+109
139
$1.26M 0.15%
63,040
+13,560
140
$1.26M 0.15%
43,213
+7,422
141
$1.25M 0.15%
75,545
-230
142
$1.25M 0.15%
15,672
-2,296
143
$1.25M 0.15%
5,692
+23
144
$1.23M 0.15%
3,326
-210
145
$1.23M 0.15%
4,524
-78
146
$1.22M 0.15%
8,671
+91
147
$1.21M 0.15%
25,295
-1,285
148
$1.2M 0.15%
14,625
+2,806
149
$1.18M 0.14%
16,480
+882
150
$1.18M 0.14%
4,941
+74
4 5
6
7 8