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
151
$994K 0.14%
9,115
+3,332
152
$974K 0.14%
7,028
+831
153
$947K 0.13%
10,372
-427
154
$938K 0.13%
4,143
+36
155
$937K 0.13%
14,705
-974
156
$929K 0.13%
20,554
-76
157
$927K 0.13%
64,386
-6,361
158
$907K 0.13%
3,242
+34
159
$905K 0.13%
7,754
+951
160
$900K 0.13%
5,468
+510
161
$892K 0.13%
2,667
-177
162
$888K 0.13%
15,369
+328
163
$880K 0.13%
17,616
+408
164
$865K 0.12%
5,875
+350
165
$863K 0.12%
26,618
+1,267
166
$856K 0.12%
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167
$849K 0.12%
19,326
+576
168
$840K 0.12%
3,054
+2,127
169
$831K 0.12%
16,782
-265
170
$830K 0.12%
212,309
+12,446
171
$830K 0.12%
5,707
-163
172
$821K 0.12%
2,637
+70
173
$818K 0.12%
3,821
-87
174
$811K 0.12%
8,651
-193
175
$810K 0.12%
82,439
-9,775
5 6
7
8 9