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
$573M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$7.67M
3
+$7.38M
4
LRCX icon
Lam Research
LRCX
+$7.33M
5
C icon
Citigroup
C
+$7.08M

Top Sells

1
+$9.1M
2
+$7.29M
3
+$6.25M
4
ABBV icon
AbbVie
ABBV
+$5.76M
5
FNBG
FNB Bancorp Common Stock
FNBG
+$4.63M

Sector Composition

1 Technology 23.97%
2 Financials 13.24%
3 Healthcare 11.9%
4 Consumer Discretionary 10.09%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$136K 0.02%
1,342
-67
352
$136K 0.02%
10,327
+4,432
353
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$135K 0.02%
324
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356
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2,695
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359
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360
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361
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363
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368
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544
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4,334
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$126K 0.02%
3,111
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374
$125K 0.02%
1,859
-4,296
375
$125K 0.02%
1,663
-79
13 14
15
16 17