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
26
$4.7M 0.82%
127,262
+1,559
27
$4.54M 0.79%
+123,769
28
$4.5M 0.79%
20,343
-785
29
$4.41M 0.77%
33,515
+1,285
30
$4.41M 0.77%
1,915
31
$4.39M 0.77%
50,958
-3,129
32
$4.07M 0.71%
26,842
+1,957
33
$4.05M 0.71%
2,028
-19
34
$3.71M 0.65%
25,660
-716
35
$3.64M 0.64%
53,444
-1,276
36
$3.45M 0.6%
21,047
+405
37
$3.43M 0.6%
89,980
+1,550
38
$3.42M 0.6%
46,838
+2,891
39
$3.37M 0.59%
55,737
40
$3.27M 0.57%
70,760
-10,952
41
$3.02M 0.53%
19,396
-234
42
$2.93M 0.51%
69,880
+2,095
43
$2.85M 0.5%
51,460
-3,300
44
$2.8M 0.49%
52,200
-380
45
$2.75M 0.48%
31,785
+8,662
46
$2.66M 0.46%
95,888
+40,230
47
$2.62M 0.46%
36,855
-7,066
48
$2.62M 0.46%
43,150
-328
49
$2.6M 0.45%
22,246
+6,434
50
$2.55M 0.45%
4,301
+2,828
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