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
$1.28B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,513
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$22.3M
3
+$13.3M
4
AAPL icon
Apple
AAPL
+$3.02M
5
PM icon
Philip Morris
PM
+$2.48M

Top Sells

1
+$26.9M
2
+$20.5M
3
+$12.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.06M
5
LRCX icon
Lam Research
LRCX
+$3.56M

Sector Composition

1 Technology 22.26%
2 Financials 8.53%
3 Communication Services 6.99%
4 Consumer Discretionary 6.12%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$898K 0.07%
105,892
+46,510
227
$894K 0.07%
18,891
+2,176
228
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56,907
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230
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233
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234
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9,532
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11,644
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238
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12,000
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239
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245
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247
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39,404
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248
$814K 0.06%
7,789
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249
$813K 0.06%
10,103
-124
250
$801K 0.06%
4,091
+1,644
8 9
10
11 12