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
1176
$7.63K ﹤0.01%
+100
1177
$7.45K ﹤0.01%
+111
1178
$7.42K ﹤0.01%
+29
1179
$7.35K ﹤0.01%
+193
1180
$7.32K ﹤0.01%
+50
1181
$7.31K ﹤0.01%
+167
1182
$7.3K ﹤0.01%
+60
1183
$7.3K ﹤0.01%
+243
1184
$7.22K ﹤0.01%
+107
1185
$7.08K ﹤0.01%
+72
1186
$6.79K ﹤0.01%
+177
1187
$6.78K ﹤0.01%
+36
1188
$6.73K ﹤0.01%
+1,141
1189
$6.68K ﹤0.01%
+777
1190
$6.62K ﹤0.01%
+78
1191
$6.55K ﹤0.01%
+249
1192
$6.53K ﹤0.01%
+1,905
1193
$6.38K ﹤0.01%
+492
1194
$6.37K ﹤0.01%
+60
1195
$6.36K ﹤0.01%
+59
1196
$6.33K ﹤0.01%
+655
1197
$6.31K ﹤0.01%
+50
1198
$6.29K ﹤0.01%
+500
1199
$6.28K ﹤0.01%
+105
1200
$6.25K ﹤0.01%
+920
46 47
48
49 50