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
201
$881K 0.11%
+5,383
202
$875K 0.11%
50,134
+20,597
203
$859K 0.1%
4,173
-1,292
204
$856K 0.1%
4,994
-84
205
$851K 0.1%
5,500
-100
206
$842K 0.1%
19,753
+13,454
207
$842K 0.1%
10,666
+44
208
$839K 0.1%
15,209
-21
209
$823K 0.1%
3,405
-31
210
$819K 0.1%
9,609
+69
211
$815K 0.1%
9,225
+98
212
$815K 0.1%
4,697
+7
213
$815K 0.1%
15,123
+1,704
214
$798K 0.1%
4,476
+845
215
$782K 0.09%
+4,564
216
$781K 0.09%
7,755
+75
217
$778K 0.09%
13,824
-9,936
218
$776K 0.09%
10,764
-294
219
$741K 0.09%
3,371
-102
220
$740K 0.09%
+1,612
221
$732K 0.09%
11,363
+68
222
$731K 0.09%
32,292
+2,350
223
$719K 0.09%
5,031
-737
224
$711K 0.09%
11,674
+67
225
$709K 0.09%
9,634
-6,151
7 8
9
10 11