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
451
$303K 0.02%
1,559
+1
452
$302K 0.02%
8,298
+157
453
$301K 0.02%
1,704
-430
454
$300K 0.02%
1,296
+35
455
$300K 0.02%
529
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456
$300K 0.02%
+3,670
457
$299K 0.02%
4,206
-1,759
458
$298K 0.02%
1,116
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459
$298K 0.02%
3,805
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460
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3,262
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461
$296K 0.02%
2,088
-1,502
462
$296K 0.02%
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463
$296K 0.02%
3,254
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464
$295K 0.02%
2,904
-3,743
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466
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468
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3,619
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$286K 0.02%
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470
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+2,005
471
$284K 0.02%
+9,654
472
$283K 0.02%
5,429
-1,802
473
$282K 0.02%
+2,684
474
$281K 0.02%
+3,630
475
$279K 0.02%
14,836
+272
17 18
19
20 21