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
426
$106K 0.02%
1,134
+3
427
$104K 0.02%
1,879
+129
428
$104K 0.02%
3,055
+21
429
$104K 0.02%
2,375
-816
430
$104K 0.02%
2,077
-281
431
$104K 0.02%
3,911
+3,354
432
$104K 0.02%
+4,782
433
$103K 0.02%
3,019
-521
434
$103K 0.02%
945
+677
435
$103K 0.02%
2,272
+736
436
$102K 0.02%
+4,122
437
$102K 0.02%
3,750
438
$102K 0.02%
3,144
+1,144
439
$102K 0.02%
+1,166
440
$101K 0.02%
4,618
-584
441
$101K 0.02%
4,380
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442
$101K 0.02%
2,139
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443
$100K 0.02%
2,118
-1,527
444
$100K 0.02%
2,910
+1,500
445
$100K 0.02%
6,244
+210
446
$99K 0.02%
1,145
447
$99K 0.02%
3,079
-570
448
$99K 0.02%
1,731
449
$98K 0.02%
1,350
+240
450
$98K 0.02%
540
+165
16 17
18
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