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
1126
$10.7K ﹤0.01%
+224
1127
$10.7K ﹤0.01%
+125
1128
$10.5K ﹤0.01%
+215
1129
$10.4K ﹤0.01%
+163
1130
$10.4K ﹤0.01%
+213
1131
$10.3K ﹤0.01%
+316
1132
$10.2K ﹤0.01%
+450
1133
$10K ﹤0.01%
+392
1134
$10K ﹤0.01%
+18
1135
$9.79K ﹤0.01%
+109
1136
$9.79K ﹤0.01%
+63
1137
$9.72K ﹤0.01%
40
-826
1138
$9.71K ﹤0.01%
+127
1139
$9.7K ﹤0.01%
+8
1140
$9.67K ﹤0.01%
+473
1141
$9.65K ﹤0.01%
+197
1142
$9.49K ﹤0.01%
+247
1143
$9.46K ﹤0.01%
+172
1144
$9.37K ﹤0.01%
+138
1145
$9.34K ﹤0.01%
+686
1146
$9.3K ﹤0.01%
+200
1147
$9.25K ﹤0.01%
+1,217
1148
$9.23K ﹤0.01%
+213
1149
$9.21K ﹤0.01%
+208
1150
$9.16K ﹤0.01%
+187
44 45
46
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