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
101
$1.22M 0.21%
17,217
+4,173
102
$1.21M 0.21%
18,247
-634
103
$1.2M 0.21%
4,286
-30
104
$1.18M 0.21%
61,590
-7,505
105
$1.15M 0.2%
15,695
-1,826
106
$1.12M 0.2%
7,584
-1,507
107
$1.11M 0.19%
10,228
-359
108
$1.11M 0.19%
22,835
+1,159
109
$1.05M 0.18%
29,705
+1,055
110
$1.05M 0.18%
27,315
-4,419
111
$1.04M 0.18%
3,170
-31
112
$998K 0.17%
9,193
-1,723
113
$981K 0.17%
2,995
+2,710
114
$958K 0.17%
20,490
+11,586
115
$955K 0.17%
5,319
+75
116
$953K 0.17%
10,488
+5,092
117
$921K 0.16%
16,315
-1,273
118
$915K 0.16%
28,913
-17,641
119
$912K 0.16%
13,008
+3,834
120
$901K 0.16%
3,109
-193
121
$898K 0.16%
9,540
+1,764
122
$897K 0.16%
12,376
+960
123
$884K 0.15%
18,456
-9,032
124
$865K 0.15%
15,238
+1,487
125
$844K 0.15%
3,831
+490
3 4
5
6 7