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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.47M 0.14%
42,280
-469
152
$1.47M 0.14%
6,382
-492
153
$1.46M 0.14%
8,143
-212
154
$1.46M 0.14%
3,651
-2
155
$1.44M 0.14%
24,721
+1,885
156
$1.44M 0.14%
28,901
-9,069
157
$1.42M 0.13%
9,287
+547
158
$1.42M 0.13%
23,105
-9,739
159
$1.4M 0.13%
21,003
+130
160
$1.39M 0.13%
14,500
-2,567
161
$1.39M 0.13%
27,572
-646
162
$1.39M 0.13%
9,432
+1,088
163
$1.38M 0.13%
12,390
-3,552
164
$1.35M 0.13%
27,798
+723
165
$1.33M 0.13%
3,679
-111
166
$1.33M 0.13%
21,194
+4,402
167
$1.3M 0.12%
6,605
+18
168
$1.3M 0.12%
85,953
-3,715
169
$1.29M 0.12%
2,226
-62
170
$1.29M 0.12%
24,613
+3,345
171
$1.27M 0.12%
18,645
+6,036
172
$1.27M 0.12%
5,259
-499
173
$1.27M 0.12%
16,485
-321
174
$1.24M 0.12%
+42,099
175
$1.24M 0.12%
+21,134
5 6
7
8 9