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
1301
$2.64K ﹤0.01%
+71
1302
$2.63K ﹤0.01%
+43
1303
$2.59K ﹤0.01%
+117
1304
$2.57K ﹤0.01%
+25
1305
$2.57K ﹤0.01%
+110
1306
$2.55K ﹤0.01%
+102
1307
$2.54K ﹤0.01%
+86
1308
$2.51K ﹤0.01%
+55
1309
$2.5K ﹤0.01%
+34
1310
$2.47K ﹤0.01%
+122
1311
$2.46K ﹤0.01%
+50
1312
$2.43K ﹤0.01%
42
-2,890
1313
$2.43K ﹤0.01%
+110
1314
$2.4K ﹤0.01%
+82
1315
$2.4K ﹤0.01%
+19
1316
$2.39K ﹤0.01%
+44
1317
$2.35K ﹤0.01%
+79
1318
$2.31K ﹤0.01%
+205
1319
$2.29K ﹤0.01%
+200
1320
$2.23K ﹤0.01%
+109
1321
$2.15K ﹤0.01%
+100
1322
$2.1K ﹤0.01%
+115
1323
$2.07K ﹤0.01%
+135
1324
$2.06K ﹤0.01%
+54
1325
$2.05K ﹤0.01%
+37
51 52
53
54 55