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
$623M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.48M
3
+$4.34M
4
CTXS
Citrix Systems Inc
CTXS
+$1.4M
5
SHW icon
Sherwin-Williams
SHW
+$1.3M

Top Sells

1
+$5.59M
2
+$2.6M
3
+$2.32M
4
LULU icon
lululemon athletica
LULU
+$1.67M
5
NFLX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 0.69%
141,948
-571
27
$4.79M 0.68%
74,006
+417
28
$4.65M 0.66%
23,252
+730
29
$4.62M 0.66%
12,501
-1,083
30
$4.59M 0.65%
213,206
-4,123
31
$4.51M 0.64%
25,625
-10
32
$4.45M 0.63%
60,520
+740
33
$4.39M 0.63%
153,016
+31,076
34
$4.34M 0.62%
+20,261
35
$4.28M 0.61%
36,664
-114
36
$4.27M 0.61%
145,404
-4,981
37
$4.24M 0.6%
3,916
+261
38
$4.23M 0.6%
52,176
+993
39
$4.15M 0.59%
18,377
+965
40
$4.04M 0.57%
42,628
+5,780
41
$3.9M 0.56%
14,040
-151
42
$3.78M 0.54%
15,590
-96
43
$3.69M 0.52%
109,242
-6,310
44
$3.58M 0.51%
12,196
-418
45
$3.55M 0.51%
20,707
+328
46
$3.43M 0.49%
22,915
-270
47
$3.43M 0.49%
56,320
+775
48
$3.4M 0.48%
29,699
+6,118
49
$3.32M 0.47%
6,775
+738
50
$3.32M 0.47%
43,604
+1,266
1
2
3 4 5