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
1151
$9.15K ﹤0.01%
+110
1152
$9.15K ﹤0.01%
+200
1153
$9.06K ﹤0.01%
+56
1154
$8.98K ﹤0.01%
+348
1155
$8.95K ﹤0.01%
+890
1156
$8.94K ﹤0.01%
+133
1157
$8.78K ﹤0.01%
+25
1158
$8.78K ﹤0.01%
+109
1159
$8.76K ﹤0.01%
+2,000
1160
$8.36K ﹤0.01%
+333
1161
$8.34K ﹤0.01%
+97
1162
$8.23K ﹤0.01%
+92
1163
$8.07K ﹤0.01%
+472
1164
$8.06K ﹤0.01%
+333
1165
$8K ﹤0.01%
+870
1166
$7.98K ﹤0.01%
+58
1167
$7.97K ﹤0.01%
+55
1168
$7.84K ﹤0.01%
+891
1169
$7.83K ﹤0.01%
+4
1170
$7.78K ﹤0.01%
+533
1171
$7.77K ﹤0.01%
+32
1172
$7.7K ﹤0.01%
+847
1173
$7.7K ﹤0.01%
+20
1174
$7.67K ﹤0.01%
+127
1175
$7.64K ﹤0.01%
+32
45 46
47
48 49