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
726
$69K 0.01%
+498
727
$68.7K 0.01%
+737
728
$68.6K 0.01%
+128
729
$68.2K 0.01%
+1,742
730
$68.1K 0.01%
+996
731
$68K 0.01%
+624
732
$67.8K 0.01%
+3,090
733
$67.7K 0.01%
+425
734
$67.5K 0.01%
+3,369
735
$67.5K 0.01%
+277
736
$67.4K 0.01%
+578
737
$67.3K 0.01%
+934
738
$66.5K 0.01%
+772
739
$66.1K 0.01%
+1,813
740
$66K 0.01%
+510
741
$64.9K 0.01%
+1,109
742
$64.9K 0.01%
+293
743
$64.8K 0.01%
+228
744
$64.5K 0.01%
22,100
745
$64.5K 0.01%
+1,232
746
$64.4K 0.01%
+2,106
747
$64.4K 0.01%
+863
748
$64.3K 0.01%
+1,322
749
$63.8K 0.01%
+607
750
$63.7K 0.01%
+404
28 29
30
31 32