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
1026
$21.8K ﹤0.01%
+2,531
1027
$21.7K ﹤0.01%
+348
1028
$21.6K ﹤0.01%
+1,531
1029
$21.6K ﹤0.01%
+203
1030
$21K ﹤0.01%
+269
1031
$20.9K ﹤0.01%
+124
1032
$20.8K ﹤0.01%
+178
1033
$20.8K ﹤0.01%
+639
1034
$20.5K ﹤0.01%
+570
1035
$20.4K ﹤0.01%
+2,333
1036
$20.4K ﹤0.01%
+468
1037
$20.4K ﹤0.01%
+764
1038
$20.4K ﹤0.01%
+1,035
1039
$20.1K ﹤0.01%
+152
1040
$20.1K ﹤0.01%
+157
1041
$19.9K ﹤0.01%
+112
1042
$19.8K ﹤0.01%
+928
1043
$19.8K ﹤0.01%
+138
1044
$19.8K ﹤0.01%
+49
1045
$19.8K ﹤0.01%
+721
1046
$19.5K ﹤0.01%
+3,943
1047
$19.4K ﹤0.01%
+98
1048
$19.2K ﹤0.01%
+278
1049
$19.1K ﹤0.01%
+940
1050
$19K ﹤0.01%
+1,200
40 41
42
43 44