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
501
$256K 0.02%
3,223
-879
502
$256K 0.02%
+1,638
503
$256K 0.02%
3,553
-2,253
504
$255K 0.02%
+2,299
505
$254K 0.02%
1,561
-9
506
$251K 0.02%
2,124
+281
507
$250K 0.02%
+4,400
508
$247K 0.02%
+2,366
509
$246K 0.02%
+8,637
510
$245K 0.02%
2,723
+68
511
$245K 0.02%
+3,760
512
$244K 0.02%
+3,480
513
$242K 0.02%
4,661
-8,275
514
$241K 0.02%
+864
515
$240K 0.02%
+6,274
516
$239K 0.02%
857
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517
$238K 0.02%
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-2,269
518
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519
$236K 0.02%
5,903
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520
$236K 0.02%
7,294
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521
$236K 0.02%
7,375
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522
$235K 0.02%
948
523
$234K 0.02%
+2,595
524
$232K 0.02%
12,691
+249
525
$229K 0.02%
20,651
+4,708
19 20
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