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
926
$34K ﹤0.01%
+322
927
$34K ﹤0.01%
+109
928
$33.9K ﹤0.01%
+2,527
929
$33.8K ﹤0.01%
+460
930
$33.6K ﹤0.01%
+185
931
$33.5K ﹤0.01%
+357
932
$33.2K ﹤0.01%
+212
933
$33.1K ﹤0.01%
+1,407
934
$32.9K ﹤0.01%
+388
935
$32.9K ﹤0.01%
+1,350
936
$32.8K ﹤0.01%
+468
937
$32.7K ﹤0.01%
241
-3,442
938
$31.8K ﹤0.01%
+130
939
$31.8K ﹤0.01%
+1,015
940
$31.7K ﹤0.01%
+1,812
941
$31.7K ﹤0.01%
+431
942
$31.6K ﹤0.01%
+541
943
$31.2K ﹤0.01%
+850
944
$31.1K ﹤0.01%
+489
945
$31.1K ﹤0.01%
+509
946
$31K ﹤0.01%
+814
947
$31K ﹤0.01%
+347
948
$30.8K ﹤0.01%
+595
949
$30.1K ﹤0.01%
+263
950
$30.1K ﹤0.01%
+238
36 37
38
39 40