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
1326
$2.05K ﹤0.01%
+69
1327
$2.03K ﹤0.01%
+96
1328
$2.02K ﹤0.01%
+22
1329
$2.02K ﹤0.01%
+32
1330
$2.02K ﹤0.01%
+74
1331
$2.01K ﹤0.01%
+40
1332
$2.01K ﹤0.01%
+100
1333
$1.98K ﹤0.01%
+18
1334
$1.96K ﹤0.01%
+167
1335
$1.96K ﹤0.01%
+66
1336
$1.94K ﹤0.01%
+16
1337
$1.92K ﹤0.01%
+170
1338
$1.92K ﹤0.01%
+352
1339
$1.9K ﹤0.01%
+22
1340
$1.88K ﹤0.01%
+34
1341
$1.87K ﹤0.01%
+128
1342
$1.84K ﹤0.01%
+23
1343
$1.83K ﹤0.01%
+8
1344
$1.81K ﹤0.01%
+19
1345
$1.81K ﹤0.01%
+100
1346
$1.8K ﹤0.01%
+117
1347
$1.76K ﹤0.01%
+18
1348
$1.75K ﹤0.01%
+176
1349
$1.72K ﹤0.01%
+26
1350
$1.71K ﹤0.01%
+15
52 53
54
55 56