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
201
$607K 0.11%
1,951
+326
202
$604K 0.11%
9,505
-2,116
203
$592K 0.11%
+12,555
204
$592K 0.11%
+6,103
205
$591K 0.11%
+11,754
206
$588K 0.11%
8,443
+32
207
$587K 0.11%
4,794
+757
208
$581K 0.1%
4,285
+799
209
$579K 0.1%
9,555
+839
210
$577K 0.1%
16,656
+3,395
211
$567K 0.1%
2,996
-218
212
$565K 0.1%
20,134
-122,083
213
$556K 0.1%
+2,534
214
$553K 0.1%
8,645
+2,004
215
$550K 0.1%
+2,887
216
$550K 0.1%
11,990
+2,787
217
$547K 0.1%
5,969
-553
218
$543K 0.1%
2,950
-526
219
$537K 0.1%
+13,482
220
$527K 0.09%
+23,035
221
$523K 0.09%
9,085
-26
222
$521K 0.09%
9,543
+257
223
$519K 0.09%
6,545
+1,871
224
$518K 0.09%
4,331
-2,680
225
$501K 0.09%
+21,285
7 8
9
10 11