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
176
$809K 0.12%
4,109
+1,343
177
$793K 0.11%
58,600
-36,200
178
$784K 0.11%
4,726
-229
179
$778K 0.11%
14,168
+5,369
180
$775K 0.11%
6,485
+1,239
181
$773K 0.11%
18,900
+2,118
182
$768K 0.11%
11,868
+114
183
$759K 0.11%
7,820
-112
184
$753K 0.11%
13,333
-135
185
$753K 0.11%
11,868
+276
186
$750K 0.11%
6,537
+308
187
$748K 0.11%
5,997
-106
188
$742K 0.11%
+6,309
189
$734K 0.1%
1,176
-170
190
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2,690
-40
191
$727K 0.1%
3,616
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192
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-40
193
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8,584
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194
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29,826
+1,279
195
$697K 0.1%
3,924
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196
$696K 0.1%
+3,987
197
$692K 0.1%
18,113
+4,508
198
$686K 0.1%
+19,965
199
$686K 0.1%
+11,354
200
$681K 0.1%
3,641
-1,046
6 7
8
9 10