MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.17M 0.64%
36,091
-940
27
$7.08M 0.55%
44,424
-141
28
$6.98M 0.54%
56,323
+8,164
29
$6.64M 0.52%
12,045
+1,792
30
$6.62M 0.52%
21,719
+186
31
$6.46M 0.5%
35,323
-35
32
$6.19M 0.48%
133,923
+19,390
33
$5.91M 0.46%
19,146
-2,677
34
$5.72M 0.45%
53,072
+806
35
$5.68M 0.44%
80,857
+15,310
36
$5.64M 0.44%
88,876
+29,560
37
$5.64M 0.44%
23,620
+3,780
38
$5.59M 0.44%
18,368
+3,497
39
$5.56M 0.43%
34,790
-2,377
40
$5.42M 0.42%
24,805
+1,606
41
$5.34M 0.42%
18,104
-1,813
42
$5.22M 0.41%
47,368
-4,499
43
$5.09M 0.4%
27,947
+14,416
44
$5.03M 0.39%
63,592
+4,418
45
$4.9M 0.38%
93,504
-6,193
46
$4.88M 0.38%
19,070
-436
47
$4.82M 0.38%
24,674
+3,556
48
$4.8M 0.37%
88,100
+2,401
49
$4.67M 0.36%
22,573
+2,060
50
$4.63M 0.36%
15,475
+625
1
2
3 4 5