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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.01M 0.1%
2,020
+413
202
$1.01M 0.1%
+18,163
203
$1M 0.1%
8,961
-167
204
$997K 0.09%
16,981
-1,135
205
$991K 0.09%
4,598
-75
206
$967K 0.09%
956
-5
207
$963K 0.09%
6,124
+56
208
$943K 0.09%
2,037
-3
209
$942K 0.09%
4,862
-37
210
$941K 0.09%
18,081
-1,659
211
$936K 0.09%
7,738
-4,891
212
$934K 0.09%
10,939
+836
213
$929K 0.09%
14,663
+450
214
$924K 0.09%
27,735
-8,437
215
$921K 0.09%
7,689
-110
216
$904K 0.09%
14,982
-11
217
$903K 0.09%
9,096
+116
218
$896K 0.09%
15,499
-55
219
$895K 0.09%
1,686
-34
220
$880K 0.08%
1,844
-42
221
$871K 0.08%
5,300
+67
222
$863K 0.08%
8,893
+208
223
$861K 0.08%
9,454
+1,242
224
$859K 0.08%
3,309
-5,269
225
$847K 0.08%
9,267
+28
7 8
9
10 11