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
401
$113K 0.02%
1,700
402
$113K 0.02%
718
403
$112K 0.02%
3,059
-115
404
$112K 0.02%
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405
$112K 0.02%
4,512
+148
406
$112K 0.02%
7,572
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407
$111K 0.02%
1,799
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408
$111K 0.02%
8,035
-2,315
409
$110K 0.02%
6,185
+431
410
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6,031
-604
411
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1,583
+2
412
$110K 0.02%
1,500
413
$110K 0.02%
+776
414
$110K 0.02%
+3,953
415
$109K 0.02%
3,120
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416
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417
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418
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419
$108K 0.02%
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421
$107K 0.02%
3,305
-736
422
$106K 0.02%
1,509
-279
423
$106K 0.02%
984
-2,661
424
$106K 0.02%
3,022
+289
425
$106K 0.02%
8,000
-8,550
15 16
17
18 19