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
201
$434K 0.08%
11,537
+1,962
202
$434K 0.08%
+15,867
203
$428K 0.07%
2,626
+2,323
204
$428K 0.07%
2,521
+2,490
205
$427K 0.07%
5,597
+44
206
$426K 0.07%
1,468
-256
207
$424K 0.07%
7,147
+1,469
208
$417K 0.07%
+22,275
209
$416K 0.07%
3,758
-229
210
$411K 0.07%
+3,267
211
$409K 0.07%
8,264
+1,488
212
$408K 0.07%
4,938
+4,903
213
$407K 0.07%
2,805
-1
214
$404K 0.07%
7,458
-57
215
$403K 0.07%
12,811
+3,111
216
$397K 0.07%
13,976
+2,670
217
$394K 0.07%
13,391
+18
218
$394K 0.07%
4,240
-1
219
$390K 0.07%
2,072
-130
220
$387K 0.07%
29,460
+21,340
221
$386K 0.07%
14,515
-594
222
$382K 0.07%
5,344
-22
223
$372K 0.07%
5,800
-9,795
224
$371K 0.06%
+14,285
225
$367K 0.06%
3,250
+3,121
7 8
9
10 11