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
1
$135M 16.35%
986,659
-15,667
2
$17.6M 2.12%
40,827
-513
3
$15.3M 1.85%
125,200
-13,400
4
$12.3M 1.49%
45,279
-1,803
5
$11.1M 1.34%
165,416
+1,525
6
$10.2M 1.24%
81,620
+200
7
$9.83M 1.19%
36,299
+2,057
8
$9.74M 1.18%
154,358
+120,098
9
$8.76M 1.06%
25,204
-2,380
10
$8.64M 1.05%
132,840
-7,490
11
$8.64M 1.04%
103,504
+827
12
$8.04M 0.97%
151,675
+1,854
13
$7.61M 0.92%
107,564
-1,121
14
$7.59M 0.92%
10,994
-1,332
15
$7.51M 0.91%
47,284
+224
16
$7.44M 0.9%
47,853
+39,891
17
$7.42M 0.9%
61,794
-3,309
18
$7.34M 0.89%
99,503
-427
19
$7.34M 0.89%
121,417
-5,223
20
$7.21M 0.87%
126,531
+9,482
21
$7.14M 0.86%
91,793
+7,632
22
$7.13M 0.86%
33,817
-359
23
$7.01M 0.85%
53,709
-5,710
24
$6.44M 0.78%
61,428
-1,058
25
$6.42M 0.78%
22,033
+6,613
1
2 3 4 5