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
51
$3.28M 0.47%
18,521
-1,207
52
$3.24M 0.46%
16,426
+1,678
53
$3.12M 0.44%
9,461
-5,078
54
$3.03M 0.43%
123,769
55
$2.96M 0.42%
23,878
-4,898
56
$2.91M 0.41%
10,468
+297
57
$2.86M 0.41%
2,964
+20
58
$2.8M 0.4%
49,155
+662
59
$2.78M 0.4%
27,012
-3,269
60
$2.78M 0.4%
13,475
+3,940
61
$2.73M 0.39%
38,867
+1,747
62
$2.65M 0.38%
25,910
-22,670
63
$2.64M 0.38%
7,316
-423
64
$2.57M 0.37%
40,366
-1,518
65
$2.56M 0.37%
69,190
+2,860
66
$2.52M 0.36%
9,991
-558
67
$2.51M 0.36%
28,624
-2,864
68
$2.43M 0.35%
27,044
+1,037
69
$2.4M 0.34%
61,444
+1,299
70
$2.33M 0.33%
21,370
-1,165
71
$2.31M 0.33%
6,840
-1,182
72
$2.31M 0.33%
15,518
+2,315
73
$2.27M 0.32%
1,326
-66
74
$2.19M 0.31%
536
75
$2.13M 0.3%
24,773
+4,686
1 2
3
4 5