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
801
$18K ﹤0.01%
82
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802
$18K ﹤0.01%
809
-140
803
$18K ﹤0.01%
329
804
$18K ﹤0.01%
740
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805
$18K ﹤0.01%
615
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806
$18K ﹤0.01%
303
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807
$18K ﹤0.01%
+1,372
808
$18K ﹤0.01%
+635
809
$17K ﹤0.01%
+460
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1,118
-1,643
811
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285
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430
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400
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$15K ﹤0.01%
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$15K ﹤0.01%
300
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825
$14K ﹤0.01%
123
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31 32
33
34 35