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
751
$23K ﹤0.01%
+2,651
752
$23K ﹤0.01%
454
-75
753
$23K ﹤0.01%
+209
754
$23K ﹤0.01%
+459
755
$22K ﹤0.01%
+169
756
$22K ﹤0.01%
257
+48
757
$22K ﹤0.01%
+805
758
$22K ﹤0.01%
571
+76
759
$22K ﹤0.01%
200
760
$22K ﹤0.01%
163
761
$22K ﹤0.01%
+242
762
$22K ﹤0.01%
950
+110
763
$22K ﹤0.01%
+1,082
764
$22K ﹤0.01%
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765
$22K ﹤0.01%
159
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766
$22K ﹤0.01%
799
-208
767
$22K ﹤0.01%
1,015
-175
768
$21K ﹤0.01%
365
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769
$21K ﹤0.01%
1,265
770
$21K ﹤0.01%
+133
771
$21K ﹤0.01%
350
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772
$21K ﹤0.01%
353
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773
$21K ﹤0.01%
3,000
774
$21K ﹤0.01%
297
-48
775
$21K ﹤0.01%
+329
29 30
31
32 33