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
301
$207K 0.04%
4,118
-271
302
$207K 0.04%
11,684
-892
303
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13,186
+1,426
304
$196K 0.03%
10,478
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305
$187K 0.03%
3,738
-24
306
$181K 0.03%
2,191
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307
$181K 0.03%
1,961
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308
$180K 0.03%
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309
$180K 0.03%
2,946
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310
$180K 0.03%
16,819
+1,052
311
$178K 0.03%
3,944
-1,872
312
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3,087
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313
$175K 0.03%
14,952
+3,526
314
$173K 0.03%
+19,533
315
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9,111
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316
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317
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319
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320
$163K 0.03%
9,294
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321
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5,980
322
$162K 0.03%
880
+43
323
$161K 0.03%
10,063
+4,473
324
$157K 0.03%
4,733
+299
325
$157K 0.03%
4,500
11 12
13
14 15