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
801
$53.1K ﹤0.01%
+844
802
$53K ﹤0.01%
+660
803
$52.9K ﹤0.01%
+184
804
$52.8K ﹤0.01%
+1,168
805
$52.8K ﹤0.01%
+477
806
$52.7K ﹤0.01%
+303
807
$52.6K ﹤0.01%
+2,040
808
$52.5K ﹤0.01%
+519
809
$52.4K ﹤0.01%
+493
810
$51.7K ﹤0.01%
+335
811
$50.9K ﹤0.01%
+474
812
$50.7K ﹤0.01%
+654
813
$50.5K ﹤0.01%
+4,631
814
$50.5K ﹤0.01%
+1,243
815
$50.5K ﹤0.01%
+500
816
$50.1K ﹤0.01%
963
-4,732
817
$49.6K ﹤0.01%
+260
818
$49.5K ﹤0.01%
+624
819
$49.2K ﹤0.01%
+278
820
$49.1K ﹤0.01%
+1,971
821
$49K ﹤0.01%
+394
822
$49K ﹤0.01%
+1,726
823
$48.5K ﹤0.01%
+144
824
$48.5K ﹤0.01%
+1,150
825
$48.2K ﹤0.01%
+360
31 32
33
34 35