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
151
$813K 0.15%
17,047
+3,014
152
$805K 0.14%
4,687
-3,619
153
$798K 0.14%
14,606
-2,945
154
$795K 0.14%
2,567
-136
155
$792K 0.14%
14,629
+1,075
156
$787K 0.14%
17,601
-3,873
157
$773K 0.14%
2,844
+41
158
$769K 0.14%
6,308
-42
159
$762K 0.14%
3,908
-318
160
$760K 0.14%
3,208
-211
161
$759K 0.14%
+17,208
162
$753K 0.13%
15,041
-1,191
163
$751K 0.13%
5,870
-278
164
$741K 0.13%
5,525
+528
165
$736K 0.13%
18,750
+5,268
166
$723K 0.13%
+9,611
167
$717K 0.13%
4,958
+538
168
$717K 0.13%
6,446
-523
169
$716K 0.13%
4,107
+401
170
$716K 0.13%
+11,592
171
$716K 0.13%
6,879
+82
172
$712K 0.13%
7,932
+754
173
$699K 0.13%
4,005
+1,080
174
$687K 0.12%
1,346
175
$684K 0.12%
8,844
+1,003
5 6
7
8 9