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MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
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
1026
– –
-747
1027
– –
-2,276
1028
– –
-509
1029
– –
-201
1030
– –
-3,030
1031
– –
-301
1032
– –
-1,247
1033
– –
-2,341
1034
$0 ﹤0.01%
14
1035
– –
-369
1036
– –
-23,189
1037
– –
-126,295
1038
$0 ﹤0.01%
+2
38 39 40 41
42