MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$31.3M
2
+$8.26M
3
+$8.25M
4
CMI icon
Cummins
CMI
+$7.36M
5
C icon
Citigroup
C
+$7.34M

Top Sells

1
+$8.58M
2
+$8.43M
3
+$7.33M
4
ABBV icon
AbbVie
ABBV
+$6.28M
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
626
$44K 0.01%
646
-1,331
627
$44K 0.01%
396
+253
628
$43K 0.01%
243
629
$43K 0.01%
476
-1,547
630
$43K 0.01%
2,020
-30
631
$43K 0.01%
3,472
-668
632
$42K 0.01%
1,225
-233
633
$42K 0.01%
1,704
-191
634
$42K 0.01%
1,326
+708
635
$42K 0.01%
+858
636
$42K 0.01%
2,504
+1,065
637
$42K 0.01%
1,040
-1,400
638
$41K 0.01%
289
639
$41K 0.01%
801
-499
640
$41K 0.01%
1,000
-480
641
$41K 0.01%
647
-76
642
$41K 0.01%
+1,651
643
$41K 0.01%
+1,242
644
$41K 0.01%
+1,188
645
$41K 0.01%
1,482
-177
646
$41K 0.01%
400
647
$40K 0.01%
255
-2,014
648
$40K 0.01%
474
649
$40K 0.01%
107
650
$40K 0.01%
+615
24 25
26
27 28