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
51
$2.53M 0.44%
35,431
-3,924
52
$2.52M 0.44%
64,309
+2,919
53
$2.47M 0.43%
11,869
-809
54
$2.41M 0.42%
37,402
-4,342
55
$2.29M 0.4%
154,460
+5,060
56
$2.29M 0.4%
147,625
57
$2.25M 0.39%
9,145
-2,597
58
$2.24M 0.39%
164,108
-25,748
59
$2.22M 0.39%
52,607
-1,154
60
$2.2M 0.38%
19,019
-381
61
$2.15M 0.37%
14,926
+81
62
$2.14M 0.37%
19,166
+1,433
63
$2.06M 0.36%
25,215
+1,792
64
$2.03M 0.35%
24,892
+1,422
65
$1.99M 0.35%
39,627
-436
66
$1.99M 0.35%
16,553
+12,175
67
$1.94M 0.34%
10,368
-1,136
68
$1.94M 0.34%
20,835
+1,034
69
$1.91M 0.33%
13,223
+247
70
$1.9M 0.33%
12,448
+959
71
$1.81M 0.32%
11,315
+741
72
$1.81M 0.32%
35,794
+1,194
73
$1.77M 0.31%
77,188
-1,792
74
$1.77M 0.31%
36,325
-82
75
$1.75M 0.31%
44,635
-10,609
1 2
3
4 5