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
876
$40K ﹤0.01%
+831
877
$40K ﹤0.01%
+715
878
$39.9K ﹤0.01%
+1,229
879
$39.6K ﹤0.01%
+300
880
$39.5K ﹤0.01%
+837
881
$39.4K ﹤0.01%
+3,032
882
$39.4K ﹤0.01%
+304
883
$39K ﹤0.01%
+836
884
$39K ﹤0.01%
+690
885
$38.6K ﹤0.01%
+126
886
$38.5K ﹤0.01%
+708
887
$38.4K ﹤0.01%
+730
888
$38.2K ﹤0.01%
+346
889
$37.9K ﹤0.01%
+644
890
$37.8K ﹤0.01%
+296
891
$37.6K ﹤0.01%
+1,154
892
$37.5K ﹤0.01%
+1,357
893
$37.3K ﹤0.01%
+253
894
$37.2K ﹤0.01%
863
-6,559
895
$36.9K ﹤0.01%
+1,526
896
$36.8K ﹤0.01%
+113
897
$36.8K ﹤0.01%
+1,089
898
$36.7K ﹤0.01%
+1,362
899
$36.6K ﹤0.01%
+454
900
$36.2K ﹤0.01%
+546
34 35
36
37 38