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
1376
$1.23K ﹤0.01%
+5
1377
$1.22K ﹤0.01%
+22
1378
$1.21K ﹤0.01%
+44
1379
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+50
1380
$1.18K ﹤0.01%
+120
1381
$1.17K ﹤0.01%
+26
1382
$1.1K ﹤0.01%
+10
1383
$1.07K ﹤0.01%
+100
1384
$1.07K ﹤0.01%
+12
1385
$1.05K ﹤0.01%
+10
1386
$1.01K ﹤0.01%
+26
1387
$978 ﹤0.01%
+41
1388
$956 ﹤0.01%
+231
1389
$947 ﹤0.01%
+5
1390
$942 ﹤0.01%
+97
1391
$862 ﹤0.01%
+48
1392
$842 ﹤0.01%
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1393
$839 ﹤0.01%
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1394
$837 ﹤0.01%
+59
1395
$814 ﹤0.01%
+142
1396
$805 ﹤0.01%
+23
1397
$801 ﹤0.01%
+45
1398
$787 ﹤0.01%
+9
1399
$777 ﹤0.01%
+20
1400
$772 ﹤0.01%
+20
54 55
56
57 58