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
$534M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.44M
3
+$7.25M
4
AAPL icon
Apple
AAPL
+$7.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.11M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$1.61M
4
CELG
Celgene Corp
CELG
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$836K

Sector Composition

1 Technology 23.43%
2 Healthcare 11.71%
3 Financials 11.31%
4 Communication Services 10.37%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.7M 10.8%
1,214,236
+147,572
2
$11.7M 2.19%
199,100
+143,360
3
$10.4M 1.95%
110,249
-10,851
4
$10.2M 1.9%
189,158
+3,693
5
$9.73M 1.82%
165,820
+155,060
6
$9.57M 1.79%
33,640
-414
7
$8.77M 1.64%
219,362
-5,960
8
$8.76M 1.64%
169,223
+2,423
9
$8.54M 1.6%
54,093
-828
10
$8.48M 1.59%
59,085
+15
11
$8.42M 1.58%
163,011
+140,310
12
$8.1M 1.52%
114,000
+1,315
13
$8M 1.5%
446,840
-1,040
14
$7.95M 1.49%
147,388
+1,244
15
$7.94M 1.49%
190,839
-2,193
16
$7.53M 1.41%
231,630
+2,910
17
$7.46M 1.4%
40,945
+668
18
$7.43M 1.39%
48,549
-1,261
19
$7.29M 1.36%
90,234
+1,273
20
$7.14M 1.34%
149,606
+3,793
21
$7.08M 1.33%
77,114
+1,234
22
$6.99M 1.31%
112,278
-5,210
23
$6.79M 1.27%
113,527
+2,780
24
$6.76M 1.27%
303,058
+7,187
25
$6.75M 1.27%
80,335
+1,703
1
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