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
976
$27.1K ﹤0.01%
+1,000
977
$27.1K ﹤0.01%
294
-3,220
978
$27K ﹤0.01%
+61
979
$27K ﹤0.01%
+356
980
$26.9K ﹤0.01%
+293
981
$26.8K ﹤0.01%
+344
982
$26.8K ﹤0.01%
+641
983
$26.8K ﹤0.01%
+1,094
984
$26.6K ﹤0.01%
+973
985
$26.4K ﹤0.01%
+960
986
$26.2K ﹤0.01%
+200
987
$26.1K ﹤0.01%
+1,153
988
$26K ﹤0.01%
+275
989
$25.9K ﹤0.01%
+317
990
$25.8K ﹤0.01%
+500
991
$25.7K ﹤0.01%
+499
992
$25.6K ﹤0.01%
+213
993
$25.5K ﹤0.01%
+4,483
994
$25.3K ﹤0.01%
+287
995
$25.1K ﹤0.01%
+200
996
$25.1K ﹤0.01%
+948
997
$24.8K ﹤0.01%
+217
998
$24.8K ﹤0.01%
+764
999
$24.7K ﹤0.01%
+2,167
1000
$24.7K ﹤0.01%
+167
38 39
40
41 42