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
76
$2.09M 0.3%
15,838
-826
77
$2.09M 0.3%
37,560
-1,045
78
$2.09M 0.3%
12,635
+1,872
79
$1.98M 0.28%
14,395
-644
80
$1.98M 0.28%
4,475
-1,568
81
$1.96M 0.28%
20,352
+1,725
82
$1.92M 0.27%
24,264
+2,958
83
$1.85M 0.26%
37,128
+1,576
84
$1.84M 0.26%
76,656
+2,914
85
$1.84M 0.26%
30,572
-2,879
86
$1.83M 0.26%
13,324
+10,189
87
$1.8M 0.26%
17,092
-194
88
$1.79M 0.26%
9,747
+247
89
$1.78M 0.25%
61,985
+21,770
90
$1.77M 0.25%
29,889
-389
91
$1.77M 0.25%
10,724
-641
92
$1.71M 0.24%
11,613
-122
93
$1.67M 0.24%
61,728
-3,408
94
$1.66M 0.24%
27,937
+2,921
95
$1.65M 0.23%
27,738
+11,657
96
$1.6M 0.23%
43,836
+15,656
97
$1.58M 0.23%
12,608
-903
98
$1.58M 0.23%
60,116
+9,900
99
$1.54M 0.22%
44,862
+27,261
100
$1.47M 0.21%
9,460
-1,544
2 3
4
5 6