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
676
$92.1K 0.01%
+1,646
677
$91.8K 0.01%
+227
678
$91.5K 0.01%
+1,346
679
$91.1K 0.01%
+159
680
$90.8K 0.01%
+1,296
681
$90.6K 0.01%
+280
682
$90.3K 0.01%
+1,668
683
$89.3K 0.01%
+2,738
684
$88.9K 0.01%
+2,647
685
$87.9K 0.01%
+2,836
686
$87.4K 0.01%
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687
$87.3K 0.01%
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688
$87.1K 0.01%
+2,115
689
$86.3K 0.01%
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690
$86.2K 0.01%
+1,537
691
$85.4K 0.01%
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692
$84.8K 0.01%
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693
$84.8K 0.01%
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$84.7K 0.01%
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695
$84.3K 0.01%
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696
$82.9K 0.01%
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697
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698
$81.1K 0.01%
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699
$80.8K 0.01%
+1,112
700
$79.9K 0.01%
+2,186
26 27
28
29 30