MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.34M 0.26%
33,864
+4,672
77
$3.29M 0.26%
9,229
-23
78
$3.29M 0.26%
41,023
+7,813
79
$3.26M 0.25%
13,702
+174
80
$3.18M 0.25%
23,562
-1,626
81
$3.16M 0.25%
44,416
+807
82
$3.15M 0.25%
94,131
-2,395
83
$3.13M 0.24%
44,785
-10,290
84
$3.11M 0.24%
16,044
+2,946
85
$3.09M 0.24%
3,854
-56
86
$3.09M 0.24%
8,694
-3,242
87
$3.06M 0.24%
33,526
-1,717
88
$3.06M 0.24%
167,190
+13,339
89
$3M 0.23%
88,868
-9,449
90
$2.96M 0.23%
27,274
-1,500
91
$2.93M 0.23%
16,160
-101
92
$2.89M 0.23%
51,739
-943
93
$2.89M 0.23%
25,431
-287
94
$2.73M 0.21%
4,418
-98
95
$2.69M 0.21%
5,290
-7
96
$2.69M 0.21%
81,853
+1,067
97
$2.68M 0.21%
8,816
+3,914
98
$2.68M 0.21%
9,714
-700
99
$2.64M 0.21%
3,392
-933
100
$2.62M 0.2%
17,735
-1,664
2 3
4
5 6