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
101
$1.47M 0.21%
41,308
+813
102
$1.45M 0.21%
147,625
103
$1.43M 0.2%
6,319
-244
104
$1.43M 0.2%
6,376
+341
105
$1.4M 0.2%
6,577
+149
106
$1.38M 0.2%
49,388
+19,118
107
$1.36M 0.19%
8,182
+1,384
108
$1.36M 0.19%
10,100
+3,592
109
$1.36M 0.19%
8,671
+1,241
110
$1.35M 0.19%
5,374
+2,017
111
$1.35M 0.19%
10,339
+3,688
112
$1.33M 0.19%
12,801
+1,258
113
$1.31M 0.19%
6,834
+178
114
$1.3M 0.19%
7,155
+4,540
115
$1.29M 0.18%
13,097
+1,612
116
$1.28M 0.18%
23,458
-3,433
117
$1.28M 0.18%
15,420
+824
118
$1.26M 0.18%
16,436
-312
119
$1.26M 0.18%
6,593
-117
120
$1.25M 0.18%
24,444
-2,744
121
$1.23M 0.18%
10,629
+1,715
122
$1.23M 0.18%
8,804
-807
123
$1.23M 0.18%
11,134
+368
124
$1.23M 0.17%
4,561
+440
125
$1.22M 0.17%
15,746
-1,888
3 4
5
6 7