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
151
$1.3M 0.15%
4,144
+2,532
152
$1.3M 0.15%
15,028
+403
153
$1.29M 0.15%
16,514
-1,360
154
$1.29M 0.15%
3,130
-196
155
$1.29M 0.15%
3,453
-1,617
156
$1.27M 0.15%
2,628
-54
157
$1.26M 0.15%
10,018
-341
158
$1.26M 0.14%
7,985
+2,834
159
$1.25M 0.14%
2,943
-56
160
$1.25M 0.14%
2,516
-60
161
$1.24M 0.14%
4,581
+405
162
$1.24M 0.14%
50,828
+18,536
163
$1.23M 0.14%
11,746
-617
164
$1.23M 0.14%
17,841
+1,338
165
$1.22M 0.14%
8,037
-634
166
$1.2M 0.14%
4,944
-619
167
$1.2M 0.14%
14,939
+4,042
168
$1.2M 0.14%
8,020
+1,936
169
$1.19M 0.14%
18,152
-3,276
170
$1.18M 0.14%
22,733
+7,610
171
$1.18M 0.14%
13,735
+123
172
$1.18M 0.14%
16,197
-283
173
$1.17M 0.13%
5,611
-24
174
$1.14M 0.13%
7,769
+4,390
175
$1.14M 0.13%
4,144
-380
5 6
7
8 9