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
201
$680K 0.1%
16,499
-157
202
$677K 0.1%
3,285
+97
203
$677K 0.1%
16,313
+6,528
204
$675K 0.1%
7,348
205
$674K 0.1%
15,293
206
$673K 0.1%
22,014
+1,880
207
$671K 0.1%
12,711
+156
208
$670K 0.1%
8,580
+137
209
$667K 0.1%
6,805
-74
210
$661K 0.09%
+7,411
211
$647K 0.09%
11,099
+1,594
212
$634K 0.09%
14,420
+6,298
213
$633K 0.09%
3,022
+135
214
$625K 0.09%
6,249
+280
215
$613K 0.09%
+5,095
216
$611K 0.09%
10,617
+1,074
217
$607K 0.09%
1,956
+5
218
$606K 0.09%
4,306
+21
219
$595K 0.08%
9,623
+538
220
$594K 0.08%
+1,704
221
$592K 0.08%
14,556
+1,074
222
$586K 0.08%
2,632
+294
223
$583K 0.08%
3,390
-1,404
224
$582K 0.08%
7,460
+915
225
$582K 0.08%
11,997
+7
7 8
9
10 11