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
576
$162K 0.01%
+11,579
577
$161K 0.01%
+1,083
578
$161K 0.01%
+396
579
$159K 0.01%
+1,437
580
$157K 0.01%
14,920
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581
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582
$157K 0.01%
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583
$157K 0.01%
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584
$156K 0.01%
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585
$155K 0.01%
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586
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+918
587
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+6,600
588
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589
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590
$150K 0.01%
100,000
591
$150K 0.01%
883
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592
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593
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$148K 0.01%
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$145K 0.01%
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599
$144K 0.01%
+2,670
600
$141K 0.01%
+1,824
22 23
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