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
401
$378K 0.03%
3,944
+1,934
402
$378K 0.03%
1,968
-315
403
$378K 0.03%
4,325
-3,590
404
$377K 0.03%
+1,119
405
$376K 0.03%
1,531
+319
406
$375K 0.03%
+3,254
407
$375K 0.03%
3,735
+134
408
$374K 0.03%
2,524
+158
409
$374K 0.03%
17,865
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410
$373K 0.03%
3,562
+152
411
$369K 0.03%
7,144
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412
$364K 0.03%
12,843
+2,799
413
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1,324
+34
414
$362K 0.03%
5,637
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415
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7,721
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416
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417
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1,304
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418
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419
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5,557
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$343K 0.03%
4,393
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421
$342K 0.03%
3,654
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422
$341K 0.03%
+1,197
423
$340K 0.03%
9,375
+154
424
$340K 0.03%
4,341
+70
425
$339K 0.03%
3,631
-372
15 16
17
18 19