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
1076
$16.3K ﹤0.01%
+363
1077
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1080
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1082
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1083
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1084
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1085
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+1,271
1088
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1089
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1090
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1091
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1092
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1093
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1094
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1095
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1096
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1097
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1098
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1099
$13.6K ﹤0.01%
+250
1100
$13.5K ﹤0.01%
+244