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
551
$181K 0.01%
5,984
+111
552
$181K 0.01%
+262
553
$179K 0.01%
+2,500
554
$178K 0.01%
+4,618
555
$178K 0.01%
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556
$177K 0.01%
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557
$177K 0.01%
7,562
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558
$175K 0.01%
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559
$174K 0.01%
15,046
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560
$173K 0.01%
+2,678
561
$173K 0.01%
+631
562
$173K 0.01%
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563
$172K 0.01%
+8,088
564
$172K 0.01%
1,251
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565
$171K 0.01%
+8,362
566
$170K 0.01%
1,685
-1,712
567
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+2,223
568
$168K 0.01%
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$168K 0.01%
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570
$168K 0.01%
1,722
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571
$166K 0.01%
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572
$165K 0.01%
+1,814
573
$165K 0.01%
+3,635
574
$165K 0.01%
+174
575
$163K 0.01%
+2,215
21 22
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