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
951
$30.1K ﹤0.01%
+999
952
$30K ﹤0.01%
+2,233
953
$29.8K ﹤0.01%
+336
954
$29.7K ﹤0.01%
+801
955
$29.6K ﹤0.01%
+231
956
$29.6K ﹤0.01%
+2,257
957
$29.4K ﹤0.01%
+1,110
958
$29.3K ﹤0.01%
+674
959
$29.1K ﹤0.01%
+728
960
$29K ﹤0.01%
+133
961
$28.9K ﹤0.01%
+318
962
$28.9K ﹤0.01%
+516
963
$28.8K ﹤0.01%
+941
964
$28.7K ﹤0.01%
+440
965
$28.7K ﹤0.01%
+598
966
$28.5K ﹤0.01%
+205
967
$28.2K ﹤0.01%
+71
968
$28K ﹤0.01%
+500
969
$27.8K ﹤0.01%
+283
970
$27.7K ﹤0.01%
+1,734
971
$27.7K ﹤0.01%
+369
972
$27.6K ﹤0.01%
+429
973
$27.4K ﹤0.01%
+545
974
$27.3K ﹤0.01%
718
-20,372
975
$27.2K ﹤0.01%
+95
37 38
39
40 41