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
726
$27K ﹤0.01%
834
+248
727
$26K ﹤0.01%
+164
728
$26K ﹤0.01%
830
-49
729
$26K ﹤0.01%
+1,139
730
$26K ﹤0.01%
588
731
$26K ﹤0.01%
145
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732
$26K ﹤0.01%
88
733
$26K ﹤0.01%
+408
734
$25K ﹤0.01%
216
735
$25K ﹤0.01%
505
-310
736
$25K ﹤0.01%
87
737
$25K ﹤0.01%
191
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738
$25K ﹤0.01%
1,212
-132
739
$25K ﹤0.01%
850
740
$25K ﹤0.01%
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741
$25K ﹤0.01%
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-3,749
742
$25K ﹤0.01%
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743
$24K ﹤0.01%
96
744
$24K ﹤0.01%
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745
$24K ﹤0.01%
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746
$24K ﹤0.01%
245
747
$24K ﹤0.01%
525
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748
$24K ﹤0.01%
797
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749
$24K ﹤0.01%
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750
$23K ﹤0.01%
805
28 29
30
31 32