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
701
$77.3K 0.01%
+880
702
$77.3K 0.01%
+3,260
703
$76.5K 0.01%
+331
704
$76.4K 0.01%
+1,364
705
$76.3K 0.01%
+1,791
706
$76.2K 0.01%
+1,024
707
$76.1K 0.01%
+1,366
708
$74.8K 0.01%
+377
709
$74.5K 0.01%
+1,006
710
$74.5K 0.01%
+938
711
$74.5K 0.01%
+253
712
$73.9K 0.01%
+1,565
713
$73.1K 0.01%
+7,074
714
$73K 0.01%
+511
715
$72.5K 0.01%
+1,230
716
$72.5K 0.01%
+2,611
717
$72.4K 0.01%
+3,976
718
$72.2K 0.01%
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719
$72.1K 0.01%
+503
720
$71.2K 0.01%
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721
$71.1K 0.01%
+1,451
722
$70.1K 0.01%
+726
723
$69.8K 0.01%
+565
724
$69.6K 0.01%
+1,454
725
$69.2K 0.01%
+1,249
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