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
76
$1.71M 0.3%
20,773
-278
77
$1.71M 0.3%
15,227
-373
78
$1.68M 0.29%
16,300
-545
79
$1.65M 0.29%
60,336
-8,345
80
$1.64M 0.29%
19,799
-7,997
81
$1.63M 0.28%
43,293
+593
82
$1.56M 0.27%
13,378
-561
83
$1.55M 0.27%
40,088
+13,190
84
$1.54M 0.27%
26,766
+2,368
85
$1.54M 0.27%
13,842
-2,653
86
$1.52M 0.27%
8,583
-327
87
$1.5M 0.26%
9,864
-698
88
$1.44M 0.25%
9,093
89
$1.42M 0.25%
7,598
+7,078
90
$1.41M 0.25%
63,306
-1,234
91
$1.4M 0.24%
15,822
+898
92
$1.38M 0.24%
10,765
-163
93
$1.37M 0.24%
26,037
+369
94
$1.37M 0.24%
19,098
-222
95
$1.33M 0.23%
4,845
+80
96
$1.29M 0.23%
14,616
-5,517
97
$1.29M 0.22%
20,369
-2,076
98
$1.27M 0.22%
11,359
-2,533
99
$1.25M 0.22%
68,800
-17,424
100
$1.25M 0.22%
+26,634
2 3
4
5 6