MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.61M 0.2%
10,955
-214
102
$2.57M 0.2%
19,002
-228
103
$2.55M 0.2%
977
-22
104
$2.53M 0.2%
25,643
-960
105
$2.51M 0.2%
8,630
+2,062
106
$2.47M 0.19%
18,158
-4,353
107
$2.47M 0.19%
426
+7
108
$2.44M 0.19%
29,225
-3,868
109
$2.41M 0.19%
11,010
-6,030
110
$2.4M 0.19%
15,710
-1,446
111
$2.39M 0.19%
16,677
-5,520
112
$2.37M 0.19%
49,318
+1,686
113
$2.34M 0.18%
17,740
-2,666
114
$2.33M 0.18%
18,838
-1,244
115
$2.31M 0.18%
5,452
+770
116
$2.28M 0.18%
24,333
+3,760
117
$2.28M 0.18%
21,853
-2,372
118
$2.26M 0.18%
4,028
-703
119
$2.26M 0.18%
43,374
+1,169
120
$2.25M 0.18%
+63,351
121
$2.22M 0.17%
10,191
+4,433
122
$2.18M 0.17%
31,610
-9,899
123
$2.17M 0.17%
12,521
-2,390
124
$2.1M 0.16%
2,781
+561
125
$2.09M 0.16%
42,424
+3,693
3 4
5
6 7