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
151
$1.17M 0.14%
6,093
+22
152
$1.16M 0.14%
13,612
-349
153
$1.16M 0.14%
5,635
-146
154
$1.16M 0.14%
16,503
+179
155
$1.15M 0.14%
5,563
-95
156
$1.15M 0.14%
20,486
-2
157
$1.15M 0.14%
12,275
-1,654
158
$1.14M 0.14%
5,031
-21
159
$1.13M 0.14%
2,469
-42
160
$1.13M 0.14%
7,618
-202
161
$1.12M 0.14%
10,796
-201
162
$1.12M 0.14%
5,721
-4
163
$1.09M 0.13%
21,318
-104
164
$1.09M 0.13%
1,512
-52
165
$1.09M 0.13%
14,033
166
$1.08M 0.13%
3,365
-32
167
$1.08M 0.13%
2,999
+13
168
$1.05M 0.13%
1,629
+193
169
$1.05M 0.13%
12,314
-140
170
$1.04M 0.13%
19,058
-205
171
$1.03M 0.12%
12,296
+84
172
$1.03M 0.12%
13,727
-1,257
173
$1.02M 0.12%
4,176
+23
174
$1.02M 0.12%
24,902
-2,297
175
$1M 0.12%
2,682
-19
5 6
7
8 9