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
151
$593K 0.11%
66,386
+37,243
152
$578K 0.11%
15,931
-346
153
$561K 0.11%
4,868
154
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155
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13,206
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156
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8,696
157
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158
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161
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162
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163
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164
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4,264
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165
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166
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20,060
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167
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168
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169
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33,952
170
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171
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172
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9,430
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173
$505K 0.09%
7,634
-124
174
$504K 0.09%
6,808
175
$501K 0.09%
3,450
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