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
776
$58.3K ﹤0.01%
+243
777
$58.3K ﹤0.01%
+858
778
$57.6K ﹤0.01%
+237
779
$57.5K ﹤0.01%
+1,344
780
$57.5K ﹤0.01%
+1,221
781
$57.3K ﹤0.01%
+582
782
$57.3K ﹤0.01%
+494
783
$56.5K ﹤0.01%
+290
784
$56.3K ﹤0.01%
+68
785
$56.2K ﹤0.01%
+513
786
$56.1K ﹤0.01%
+297
787
$56.1K ﹤0.01%
+876
788
$56.1K ﹤0.01%
+611
789
$55.3K ﹤0.01%
+240
790
$55.2K ﹤0.01%
+146
791
$55.2K ﹤0.01%
+1,161
792
$55K ﹤0.01%
204
-1,649
793
$55K ﹤0.01%
+498
794
$54.9K ﹤0.01%
+1,509
795
$54.5K ﹤0.01%
+323
796
$54.1K ﹤0.01%
+206
797
$53.9K ﹤0.01%
+724
798
$53.7K ﹤0.01%
+778
799
$53.5K ﹤0.01%
+329
800
$53.1K ﹤0.01%
+487
30 31
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