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
126
$1.22M 0.17%
20,499
+1,853
127
$1.21M 0.17%
13,781
128
$1.21M 0.17%
3,611
-22
129
$1.21M 0.17%
+15,507
130
$1.2M 0.17%
30,568
+11,559
131
$1.19M 0.17%
14,931
-1,097
132
$1.19M 0.17%
14,313
-9,067
133
$1.16M 0.17%
9,477
+357
134
$1.16M 0.17%
29,334
-23,834
135
$1.14M 0.16%
9,107
+1,525
136
$1.13M 0.16%
6,673
+758
137
$1.12M 0.16%
9,237
-486
138
$1.12M 0.16%
5,794
-514
139
$1.1M 0.16%
21,195
-792
140
$1.09M 0.16%
107,383
+2,484
141
$1.09M 0.16%
31,407
-13,611
142
$1.06M 0.15%
4,889
143
$1.04M 0.15%
6,242
-204
144
$1.03M 0.15%
+1,059
145
$1.03M 0.15%
16,083
-274
146
$1.03M 0.15%
13,875
-731
147
$1.02M 0.15%
+9,256
148
$1.02M 0.14%
61,005
-8,413
149
$1.01M 0.14%
20,568
+1,903
150
$1.01M 0.14%
13,736
+978
4 5
6
7 8