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
626
$116K 0.01%
+2,732
627
$115K 0.01%
+502
628
$113K 0.01%
+1,093
629
$113K 0.01%
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630
$113K 0.01%
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631
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632
$112K 0.01%
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633
$111K 0.01%
+6,099
634
$111K 0.01%
+1,001
635
$110K 0.01%
+893
636
$109K 0.01%
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637
$109K 0.01%
1,525
-7,696
638
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639
$109K 0.01%
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640
$109K 0.01%
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641
$108K 0.01%
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642
$107K 0.01%
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643
$106K 0.01%
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$106K 0.01%
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$106K 0.01%
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646
$105K 0.01%
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$105K 0.01%
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648
$105K 0.01%
+1,517
649
$105K 0.01%
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650
$104K 0.01%
+649
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