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
1201
$6.15K ﹤0.01%
+84
1202
$6.13K ﹤0.01%
28
-1,571
1203
$6.08K ﹤0.01%
+4
1204
$6.04K ﹤0.01%
+158
1205
$5.97K ﹤0.01%
+53
1206
$5.93K ﹤0.01%
+103
1207
$5.9K ﹤0.01%
+134
1208
$5.87K ﹤0.01%
+220
1209
$5.86K ﹤0.01%
+605
1210
$5.83K ﹤0.01%
+46
1211
$5.81K ﹤0.01%
+119
1212
$5.8K ﹤0.01%
+98
1213
$5.79K ﹤0.01%
+35
1214
$5.79K ﹤0.01%
+280
1215
$5.78K ﹤0.01%
+85
1216
$5.77K ﹤0.01%
+131
1217
$5.75K ﹤0.01%
+38
1218
$5.74K ﹤0.01%
+500
1219
$5.72K ﹤0.01%
+227
1220
$5.7K ﹤0.01%
+80
1221
$5.62K ﹤0.01%
+50
1222
$5.58K ﹤0.01%
+19
1223
$5.55K ﹤0.01%
+90
1224
$5.51K ﹤0.01%
+206
1225
$5.45K ﹤0.01%
+151
47 48
49
50 51