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
1001
$24.7K ﹤0.01%
+236
1002
$24.6K ﹤0.01%
+66
1003
$24.5K ﹤0.01%
+1,758
1004
$24.4K ﹤0.01%
152
-9,987
1005
$24.3K ﹤0.01%
+69
1006
$24.3K ﹤0.01%
+874
1007
$24.2K ﹤0.01%
+3,530
1008
$24.2K ﹤0.01%
+134
1009
$24K ﹤0.01%
+328
1010
$23.4K ﹤0.01%
+546
1011
$23.4K ﹤0.01%
+815
1012
$23.4K ﹤0.01%
+294
1013
$23.4K ﹤0.01%
+296
1014
$23.2K ﹤0.01%
+229
1015
$23.2K ﹤0.01%
+510
1016
$23K ﹤0.01%
+2,000
1017
$22.9K ﹤0.01%
+442
1018
$22.9K ﹤0.01%
+2,200
1019
$22.6K ﹤0.01%
+425
1020
$22.5K ﹤0.01%
+1,000
1021
$22.3K ﹤0.01%
+71
1022
$22.3K ﹤0.01%
+179
1023
$22.2K ﹤0.01%
+329
1024
$21.9K ﹤0.01%
+313
1025
$21.8K ﹤0.01%
+682
39 40
41
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