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
326
$207K 0.03%
3,397
327
$204K 0.03%
+2,494
328
$204K 0.03%
1,827
-982
329
$203K 0.03%
+3,348
330
$200K 0.03%
2,523
-819
331
$190K 0.03%
33,387
+6,331
332
$189K 0.03%
25,988
+2,951
333
$188K 0.03%
20,450
+5,597
334
$185K 0.03%
12,225
+1,017
335
$184K 0.03%
12,681
+1,951
336
$183K 0.03%
15,035
-561
337
$167K 0.02%
25,497
-860
338
$163K 0.02%
+19,716
339
$142K 0.02%
12,407
-10
340
$121K 0.02%
11,737
+83
341
$116K 0.02%
+11,033
342
$110K 0.02%
43,000
343
$108K 0.02%
4,337
-416
344
$105K 0.02%
+11,857
345
$104K 0.01%
+14,576
346
$94K 0.01%
18,213
+131
347
$76K 0.01%
10,704
-253
348
$18K ﹤0.01%
68,000
349
– –
-22,337
350
– –
-3,300
12 13
14
15 16