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
726
$27K ﹤0.01%
834
+248
727
$26K ﹤0.01%
+164
728
$26K ﹤0.01%
830
-49
729
$26K ﹤0.01%
+1,139
730
$26K ﹤0.01%
588
731
$26K ﹤0.01%
145
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732
$26K ﹤0.01%
88
733
$26K ﹤0.01%
+408
734
$25K ﹤0.01%
505
-310
735
$25K ﹤0.01%
87
736
$25K ﹤0.01%
191
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737
$25K ﹤0.01%
1,212
-132
738
$25K ﹤0.01%
850
739
$25K ﹤0.01%
+260
740
$25K ﹤0.01%
2,481
-3,749
741
$25K ﹤0.01%
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742
$25K ﹤0.01%
216
743
$24K ﹤0.01%
245
744
$24K ﹤0.01%
96
745
$24K ﹤0.01%
284
-85
746
$24K ﹤0.01%
+387
747
$24K ﹤0.01%
525
-57
748
$24K ﹤0.01%
797
-1,155
749
$24K ﹤0.01%
+1,684
750
$23K ﹤0.01%
805
28 29
30
31 32