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
1051
$19K ﹤0.01%
+275
1052
$18.3K ﹤0.01%
+229
1053
$18.2K ﹤0.01%
+500
1054
$18.2K ﹤0.01%
+228
1055
$18.1K ﹤0.01%
+41
1056
$18K ﹤0.01%
+1,045
1057
$17.9K ﹤0.01%
+427
1058
$17.9K ﹤0.01%
+793
1059
$17.9K ﹤0.01%
+271
1060
$17.8K ﹤0.01%
+1,297
1061
$17.5K ﹤0.01%
+185
1062
$17.5K ﹤0.01%
+53
1063
$17.5K ﹤0.01%
+649
1064
$17.2K ﹤0.01%
+1,833
1065
$17.2K ﹤0.01%
+2,071
1066
$17.2K ﹤0.01%
+660
1067
$17.2K ﹤0.01%
+178
1068
$16.7K ﹤0.01%
+192
1069
$16.5K ﹤0.01%
+407
1070
$16.5K ﹤0.01%
+3,615
1071
$16.4K ﹤0.01%
+494
1072
$16.4K ﹤0.01%
+132
1073
$16.4K ﹤0.01%
+692
1074
$16.3K ﹤0.01%
+1,206
1075
$16.3K ﹤0.01%
+350
41 42
43
44 45