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
176
$996K 0.12%
12,483
+42
177
$976K 0.12%
9,653
+17
178
$974K 0.12%
22,515
-186
179
$973K 0.12%
4,503
+212
180
$966K 0.12%
5,151
-16
181
$947K 0.11%
+50,478
182
$942K 0.11%
24,046
+174
183
$941K 0.11%
11,053
-743
184
$936K 0.11%
2,576
-44
185
$936K 0.11%
25,165
-375
186
$931K 0.11%
5,332
-84
187
$929K 0.11%
4,220
+24
188
$928K 0.11%
8,782
+49
189
$925K 0.11%
1,888
-23
190
$920K 0.11%
33,803
+7,059
191
$909K 0.11%
10,897
-37
192
$909K 0.11%
15,430
+74
193
$906K 0.11%
15,922
+63
194
$904K 0.11%
+9,490
195
$904K 0.11%
21,934
-5,447
196
$904K 0.11%
7,820
+360
197
$902K 0.11%
6,084
+109
198
$902K 0.11%
23,525
+3,081
199
$898K 0.11%
9,068
+76
200
$885K 0.11%
2,112
+11
6 7
8
9 10