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
426
$337K 0.03%
5,336
+105
427
$336K 0.03%
4,590
-3,539
428
$335K 0.03%
7,863
-1,305
429
$333K 0.03%
8,255
+175
430
$333K 0.03%
2,296
-2,308
431
$333K 0.03%
2,400
432
$331K 0.03%
2,462
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433
$324K 0.03%
1,802
-2,028
434
$321K 0.03%
2,052
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435
$317K 0.02%
2,561
-2,184
436
$317K 0.02%
14,153
+3,297
437
$315K 0.02%
4,608
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438
$315K 0.02%
1,352
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439
$315K 0.02%
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440
$312K 0.02%
22,961
-2,027
441
$311K 0.02%
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442
$308K 0.02%
8,036
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443
$308K 0.02%
1,436
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444
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4,201
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445
$306K 0.02%
+976
446
$306K 0.02%
1,668
+20
447
$306K 0.02%
1,681
448
$304K 0.02%
986
+32
449
$304K 0.02%
1,388
450
$303K 0.02%
+925
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