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
$623M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.48M
3
+$4.34M
4
CTXS
Citrix Systems Inc
CTXS
+$1.4M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Top Sells

1
+$5.59M
2
+$2.6M
3
+$2.32M
4
LULU icon
lululemon athletica
LULU
+$1.67M
5
NFLX icon
Netflix
NFLX
+$1.28M

Sector Composition

1 Technology 30.09%
2 Healthcare 12.56%
3 Financials 9.41%
4 Communication Services 8.97%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$427K 0.06%
6,315
-3,240
252
$425K 0.06%
8,202
-13,956
253
$401K 0.06%
2,802
-18
254
$396K 0.06%
6,664
255
$392K 0.06%
6,573
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256
$390K 0.06%
10,315
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257
$388K 0.06%
6,062
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258
$381K 0.05%
4,583
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259
$380K 0.05%
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260
$370K 0.05%
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261
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5,814
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262
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727
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263
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264
$352K 0.05%
6,343
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265
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266
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269
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270
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$321K 0.05%
10,708
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273
$315K 0.04%
4,608
-196
274
$308K 0.04%
11,178
+336
275
$307K 0.04%
1,454
-191
9 10
11
12 13