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
276
$305K 0.04%
+936
277
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+6,239
278
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285
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291
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299
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300
$237K 0.03%
+2,823
10 11
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