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
601
$140K 0.01%
+2,675
602
$139K 0.01%
+2,919
603
$139K 0.01%
+442
604
$138K 0.01%
+3,939
605
$136K 0.01%
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606
$136K 0.01%
+3,100
607
$136K 0.01%
+68
608
$135K 0.01%
+3,131
609
$134K 0.01%
+601
610
$134K 0.01%
6,986
-11,774
611
$134K 0.01%
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612
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613
$133K 0.01%
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614
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615
$131K 0.01%
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$130K 0.01%
+1,112
617
$128K 0.01%
+2,785
618
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619
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623
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624
$117K 0.01%
23,318
-62,260
625
$117K 0.01%
+449
23 24
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