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
826
$14K ﹤0.01%
1,362
-1,049
827
$14K ﹤0.01%
755
-232
828
$14K ﹤0.01%
3,000
829
$14K ﹤0.01%
1,205
+184
830
$14K ﹤0.01%
408
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831
$14K ﹤0.01%
432
832
$14K ﹤0.01%
453
-100
833
$13K ﹤0.01%
201
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834
$13K ﹤0.01%
75
-3,912
835
$13K ﹤0.01%
64
836
$12K ﹤0.01%
128
837
$12K ﹤0.01%
116
838
$12K ﹤0.01%
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839
$12K ﹤0.01%
270
840
$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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844
$12K ﹤0.01%
59
845
$12K ﹤0.01%
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$12K ﹤0.01%
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847
$12K ﹤0.01%
830
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848
$11K ﹤0.01%
166
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849
$11K ﹤0.01%
+324
850
$11K ﹤0.01%
130
32 33
34
35 36