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
851
$11K ﹤0.01%
130
852
$11K ﹤0.01%
260
853
$11K ﹤0.01%
+761
854
$11K ﹤0.01%
421
-123
855
$10K ﹤0.01%
+608
856
$10K ﹤0.01%
135
-65
857
$10K ﹤0.01%
228
858
$10K ﹤0.01%
+698
859
$10K ﹤0.01%
+1,170
860
$10K ﹤0.01%
+1,249
861
$9K ﹤0.01%
250
862
$9K ﹤0.01%
336
863
$9K ﹤0.01%
100
864
$9K ﹤0.01%
144
865
$9K ﹤0.01%
+218
866
$8K ﹤0.01%
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867
$8K ﹤0.01%
63
868
$8K ﹤0.01%
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869
$7K ﹤0.01%
317
870
$7K ﹤0.01%
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$7K ﹤0.01%
249
872
$7K ﹤0.01%
173
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873
$6K ﹤0.01%
+833
874
$6K ﹤0.01%
135
875
$6K ﹤0.01%
40
-5,465
33 34
35
36 37