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
126
$1.62M 0.19%
26,937
-169
127
$1.6M 0.18%
38,707
-12,402
128
$1.58M 0.18%
4,375
-443
129
$1.58M 0.18%
8,185
-257
130
$1.58M 0.18%
12,832
-1,572
131
$1.56M 0.18%
10,500
-120
132
$1.56M 0.18%
71,540
+21,406
133
$1.55M 0.18%
8,960
-1,106
134
$1.52M 0.18%
4,337
+106
135
$1.51M 0.17%
18,420
-894
136
$1.5M 0.17%
101,085
-7,959
137
$1.48M 0.17%
15,552
-164
138
$1.46M 0.17%
25,680
-107,160
139
$1.43M 0.16%
7,847
+1,009
140
$1.4M 0.16%
3,414
-328
141
$1.38M 0.16%
6,012
+2,607
142
$1.37M 0.16%
3,193
-159
143
$1.36M 0.16%
22,265
+10,902
144
$1.34M 0.15%
4,198
+2,194
145
$1.33M 0.15%
9,368
+168
146
$1.33M 0.15%
12,129
-146
147
$1.32M 0.15%
8,767
+1,149
148
$1.32M 0.15%
14,850
-822
149
$1.31M 0.15%
4,844
-97
150
$1.3M 0.15%
20,858
+460
4 5
6
7 8