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
176
$683K 0.12%
13,468
+1,286
177
$678K 0.12%
28,547
+4,609
178
$674K 0.12%
+39,600
179
$669K 0.12%
+4,955
180
$669K 0.12%
6,229
+894
181
$668K 0.12%
+24,315
182
$668K 0.12%
16,782
+564
183
$657K 0.12%
25,351
+1,046
184
$650K 0.12%
3,300
185
$647K 0.12%
+3,812
186
$644K 0.12%
7,348
-1,531
187
$644K 0.12%
19,085
+4,007
188
$643K 0.12%
11,590
-3,040
189
$638K 0.11%
7,306
+4,797
190
$636K 0.11%
3,219
+1,718
191
$636K 0.11%
2,730
+461
192
$635K 0.11%
4,017
+615
193
$629K 0.11%
+3,357
194
$628K 0.11%
3,188
+473
195
$619K 0.11%
5,421
+929
196
$613K 0.11%
5,783
+931
197
$612K 0.11%
8,628
+1,744
198
$612K 0.11%
15,293
+1,067
199
$611K 0.11%
4,382
-132
200
$609K 0.11%
5,246
+539
6 7
8
9 10