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
1276
$3.27K ﹤0.01%
+59
1277
$3.2K ﹤0.01%
+93
1278
$3.18K ﹤0.01%
+14
1279
$3.17K ﹤0.01%
+317
1280
$3.16K ﹤0.01%
+53
1281
$3.15K ﹤0.01%
+129
1282
$3.13K ﹤0.01%
+61
1283
$3.11K ﹤0.01%
+287
1284
$3.07K ﹤0.01%
+76
1285
$3.06K ﹤0.01%
+66
1286
$3.05K ﹤0.01%
+24
1287
$3.04K ﹤0.01%
+81
1288
$3.03K ﹤0.01%
+703
1289
$3.01K ﹤0.01%
+63
1290
$3K ﹤0.01%
+226
1291
$2.98K ﹤0.01%
+28
1292
$2.94K ﹤0.01%
+70
1293
$2.88K ﹤0.01%
+257
1294
$2.82K ﹤0.01%
+2,736
1295
$2.81K ﹤0.01%
+201
1296
$2.8K ﹤0.01%
+26
1297
$2.77K ﹤0.01%
+89
1298
$2.76K ﹤0.01%
+96
1299
$2.73K ﹤0.01%
+138
1300
$2.66K ﹤0.01%
+91
50 51
52
53 54