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
1
$68.2M 11.91%
1,299,708
+600,720
2
$11.4M 1.99%
144,595
+6,635
3
$10.9M 1.9%
38,462
+88
4
$9.2M 1.61%
121,852
-12,910
5
$8.81M 1.54%
230,110
+23,648
6
$8.73M 1.53%
342,923
+4,202
7
$8.49M 1.48%
57,886
+52,272
8
$8.39M 1.46%
44,792
+2,343
9
$8.34M 1.46%
60,351
-8,085
10
$8.28M 1.45%
272,119
+19,394
11
$8.2M 1.43%
217,180
+13,847
12
$7.89M 1.38%
280,138
+32,718
13
$7.82M 1.37%
114,626
+103,751
14
$7.82M 1.37%
224,886
+5,925
15
$7.67M 1.34%
505,360
+483,030
16
$7.61M 1.33%
354,530
-39,457
17
$7.5M 1.31%
141,457
+139,198
18
$7.44M 1.3%
73,929
+7,009
19
$7.43M 1.3%
102,023
+7,457
20
$7.28M 1.27%
104,329
+10,539
21
$7.04M 1.23%
44,700
-1,764
22
$6.53M 1.14%
238,167
+30,421
23
$6.35M 1.11%
65,533
+6,327
24
$6.16M 1.08%
285,425
+16,625
25
$5.83M 1.02%
158,993
+50,717
1
2 3 4 5