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
1101
$13.5K ﹤0.01%
+1,054
1102
$13.4K ﹤0.01%
+369
1103
$13K ﹤0.01%
+332
1104
$12.8K ﹤0.01%
33
-2,488
1105
$12.8K ﹤0.01%
+777
1106
$12.7K ﹤0.01%
+129
1107
$12.7K ﹤0.01%
+925
1108
$12.7K ﹤0.01%
+161
1109
$12.6K ﹤0.01%
41
-1,467
1110
$12.6K ﹤0.01%
+182
1111
$12.4K ﹤0.01%
+788
1112
$12.3K ﹤0.01%
+396
1113
$12.3K ﹤0.01%
+39
1114
$12.1K ﹤0.01%
+27
1115
$12.1K ﹤0.01%
+904
1116
$11.9K ﹤0.01%
+62
1117
$11.9K ﹤0.01%
+29
1118
$11.7K ﹤0.01%
+1,128
1119
$11.6K ﹤0.01%
+265
1120
$11.2K ﹤0.01%
+300
1121
$11.1K ﹤0.01%
+337
1122
$10.9K ﹤0.01%
+88
1123
$10.8K ﹤0.01%
+358
1124
$10.8K ﹤0.01%
+452
1125
$10.8K ﹤0.01%
+38
43 44
45
46 47