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
1226
$5.45K ﹤0.01%
+268
1227
$5.43K ﹤0.01%
+59
1228
$5.37K ﹤0.01%
+122
1229
$5.31K ﹤0.01%
+9,222
1230
$5.25K ﹤0.01%
+29
1231
$5.18K ﹤0.01%
+260
1232
$5.17K ﹤0.01%
+30
1233
$5.06K ﹤0.01%
+388
1234
$5.05K ﹤0.01%
+881
1235
$5.04K ﹤0.01%
+130
1236
$4.95K ﹤0.01%
+84
1237
$4.93K ﹤0.01%
18
-1,342
1238
$4.61K ﹤0.01%
+41
1239
$4.58K ﹤0.01%
+513
1240
$4.57K ﹤0.01%
+42
1241
$4.56K ﹤0.01%
1,100
1242
$4.53K ﹤0.01%
+131
1243
$4.5K ﹤0.01%
+107
1244
$4.49K ﹤0.01%
+177
1245
$4.48K ﹤0.01%
+122
1246
$4.48K ﹤0.01%
+82
1247
$4.47K ﹤0.01%
+100
1248
$4.46K ﹤0.01%
+64
1249
$4.41K ﹤0.01%
+485
1250
$4.41K ﹤0.01%
+135
48 49
50
51 52