MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Return
17.56%
This Quarter Return
+9.13%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$623M
AUM Growth
+$64.6M
(+12%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
27.96%
Holding
384
New
53
Increased
150
Reduced
132
Closed
36
Top Buys
| 1 |
NetApp
NTAP
|
$5.19M |
| 2 |
Procter & Gamble
PG
|
$4.48M |
| 3 |
Norfolk Southern
NSC
|
$4.34M |
| 4 |
CTXS
Citrix Systems Inc
CTXS
|
$1.4M |
| 5 |
Sherwin-Williams
SHW
|
$1.3M |
Top Sells
| 1 |
Texas Instruments
TXN
|
$5.59M |
| 2 |
Apple
AAPL
|
$2.6M |
| 3 |
Shopify
SHOP
|
$2.32M |
| 4 |
lululemon athletica
LULU
|
$1.67M |
| 5 |
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% |
