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
901
$36.1K ﹤0.01%
+2,333
902
$35.9K ﹤0.01%
+681
903
$35.9K ﹤0.01%
+447
904
$35.9K ﹤0.01%
+67
905
$35.9K ﹤0.01%
+1,500
906
$35.7K ﹤0.01%
+215
907
$35.6K ﹤0.01%
+2,042
908
$35.5K ﹤0.01%
+1,541
909
$35.4K ﹤0.01%
+577
910
$35.4K ﹤0.01%
+705
911
$35.3K ﹤0.01%
+143
912
$35.2K ﹤0.01%
+203
913
$35.1K ﹤0.01%
+349
914
$35.1K ﹤0.01%
+119
915
$35K ﹤0.01%
+2,651
916
$34.9K ﹤0.01%
+553
917
$34.8K ﹤0.01%
+274
918
$34.7K ﹤0.01%
+740
919
$34.6K ﹤0.01%
+504
920
$34.6K ﹤0.01%
+74
921
$34.5K ﹤0.01%
+229
922
$34.3K ﹤0.01%
+1,078
923
$34.2K ﹤0.01%
+453
924
$34.1K ﹤0.01%
+387
925
$34K ﹤0.01%
+1,809
35 36
37
38 39