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
176
$1.13M 0.13%
12,505
+22
177
$1.12M 0.13%
21,647
+329
178
$1.11M 0.13%
12,535
+221
179
$1.11M 0.13%
9,820
-976
180
$1.1M 0.13%
25,579
+1,533
181
$1.08M 0.12%
21,373
+6,164
182
$1.07M 0.12%
14,033
183
$1.07M 0.12%
4,865
+362
184
$1.07M 0.12%
+6,607
185
$1.06M 0.12%
+13,555
186
$1.06M 0.12%
50,980
-12,060
187
$1.05M 0.12%
2,407
-62
188
$1.04M 0.12%
8,627
-155
189
$1.01M 0.12%
23,649
+1,134
190
$1M 0.12%
18,342
-10,901
191
$1M 0.12%
5,770
+49
192
$996K 0.11%
13,485
+6,335
193
$992K 0.11%
5,063
+1,692
194
$988K 0.11%
23,271
+1,337
195
$986K 0.11%
5,986
-107
196
$985K 0.11%
10,248
+595
197
$982K 0.11%
34,747
-8,466
198
$975K 0.11%
24,070
-1,095
199
$973K 0.11%
9,509
+19
200
$950K 0.11%
9,192
+124
6 7
8
9 10