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
526
$229K 0.02%
3,398
-405
527
$226K 0.02%
4,710
-327
528
$223K 0.02%
1,000
-1,197
529
$223K 0.02%
+4,096
530
$223K 0.02%
+3,906
531
$222K 0.02%
+1,740
532
$221K 0.02%
1,642
-2,310
533
$219K 0.02%
2,281
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534
$219K 0.02%
5,127
+64
535
$219K 0.02%
+5,708
536
$218K 0.02%
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537
$217K 0.02%
+8,319
538
$217K 0.02%
2,618
-595
539
$206K 0.02%
+3,997
540
$204K 0.02%
+2,464
541
$202K 0.02%
879
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542
$201K 0.02%
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543
$198K 0.02%
5,033
-2,197
544
$197K 0.02%
+4,577
545
$194K 0.02%
+3,364
546
$191K 0.01%
17,752
+323
547
$190K 0.01%
+3,049
548
$189K 0.01%
+377
549
$187K 0.01%
+533
550
$185K 0.01%
+1,630
20 21
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