MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Return
17.56%
This Quarter Return
+7.46%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$573M
AUM Growth
+$44.7M
(+8.5%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
6.12%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
1,039
New
98
Increased
283
Reduced
430
Closed
91
Top Buys
| 1 |
Apple
AAPL
|
+$31.5M |
| 2 |
Cummins
CMI
|
+$7.67M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$7.38M |
| 4 |
Lam Research
LRCX
|
+$7.33M |
| 5 |
Citigroup
C
|
+$7.08M |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$9.1M |
| 2 |
W.W. Grainger
GWW
|
+$7.29M |
| 3 |
IBM
IBM
|
+$6.25M |
| 4 |
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% |
