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
176
$500K 0.09%
3,577
+325
177
$496K 0.09%
8,438
178
$493K 0.09%
14,008
179
$485K 0.09%
2,939
-5
180
$481K 0.09%
39,594
+555
181
$481K 0.09%
18,940
-1,609
182
$477K 0.09%
1,661
-493
183
$473K 0.09%
154,599
-4,457
184
$472K 0.09%
6,846
-4,084
185
$472K 0.09%
12,987
+94
186
$471K 0.09%
9,400
187
$470K 0.09%
3,467
188
$467K 0.09%
+3,080
189
$462K 0.09%
6,170
190
$459K 0.09%
4,059
191
$459K 0.09%
5,544
-35
192
$458K 0.09%
5,798
-298
193
$456K 0.09%
8,583
-7,215
194
$456K 0.09%
3,289
195
$455K 0.09%
15,600
-543
196
$454K 0.09%
4,515
+266
197
$450K 0.08%
2,875
198
$449K 0.08%
4,280
-127
199
$448K 0.08%
8,305
+892
200
$448K 0.08%
9,556
-433
6 7
8
9 10