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
826
$48.2K ﹤0.01%
+1,171
827
$47.7K ﹤0.01%
+837
828
$47.3K ﹤0.01%
+912
829
$47.3K ﹤0.01%
+1,100
830
$47.2K ﹤0.01%
+1,564
831
$47.2K ﹤0.01%
+815
832
$46.5K ﹤0.01%
+157
833
$46.4K ﹤0.01%
+613
834
$46.3K ﹤0.01%
+1,476
835
$45.9K ﹤0.01%
+177
836
$45.8K ﹤0.01%
+1,034
837
$45.8K ﹤0.01%
+2,568
838
$45.8K ﹤0.01%
+465
839
$45.7K ﹤0.01%
+572
840
$45.6K ﹤0.01%
+1,354
841
$45.6K ﹤0.01%
+614
842
$45.4K ﹤0.01%
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843
$44.9K ﹤0.01%
+452
844
$44.9K ﹤0.01%
+511
845
$44.7K ﹤0.01%
+425
846
$44.7K ﹤0.01%
+998
847
$44.5K ﹤0.01%
+1,117
848
$44.5K ﹤0.01%
+214
849
$44.5K ﹤0.01%
+255
850
$44.1K ﹤0.01%
+758
32 33
34
35 36