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
751
$63.5K 0.01%
+932
752
$63.3K ﹤0.01%
+849
753
$63.3K ﹤0.01%
+313
754
$63K ﹤0.01%
+1,396
755
$62.9K ﹤0.01%
+2,035
756
$62.9K ﹤0.01%
+1,715
757
$62.8K ﹤0.01%
+1,248
758
$62.7K ﹤0.01%
243
-2,629
759
$62.3K ﹤0.01%
+1,199
760
$61K ﹤0.01%
+494
761
$60.8K ﹤0.01%
+2,893
762
$60.6K ﹤0.01%
+105
763
$60.5K ﹤0.01%
+227
764
$60.4K ﹤0.01%
+1,401
765
$60K ﹤0.01%
+808
766
$59.8K ﹤0.01%
+2,128
767
$59.8K ﹤0.01%
+1,357
768
$59.8K ﹤0.01%
+1,301
769
$59.4K ﹤0.01%
+5,081
770
$59.3K ﹤0.01%
+113
771
$59.1K ﹤0.01%
+2,301
772
$58.8K ﹤0.01%
+6,100
773
$58.8K ﹤0.01%
+2,055
774
$58.5K ﹤0.01%
+1,581
775
$58.5K ﹤0.01%
+557
29 30
31
32 33