MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
251
$301K 0.05%
3,556
+80
252
$301K 0.05%
3,446
+188
253
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-310
254
$300K 0.05%
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-163
255
$299K 0.05%
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-173
256
$298K 0.05%
49,372
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257
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258
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1,611
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259
$294K 0.05%
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260
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3,991
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261
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262
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7,244
263
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+6,359
264
$284K 0.05%
+17,206
265
$281K 0.05%
8,524
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266
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10,164
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267
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268
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4,148
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269
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11,594
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270
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6,250
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271
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873
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272
$268K 0.05%
6,557
273
$265K 0.05%
1,851
+27
274
$263K 0.05%
4,293
+485
275
$261K 0.05%
3,721
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9 10
11
12 13