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
1401
$766 ﹤0.01%
+25
1402
$763 ﹤0.01%
+35
1403
$726 ﹤0.01%
+600
1404
$713 ﹤0.01%
+98
1405
$676 ﹤0.01%
+4
1406
$664 ﹤0.01%
+8
1407
$656 ﹤0.01%
+12
1408
$656 ﹤0.01%
+4
1409
$613 ﹤0.01%
+41
1410
$593 ﹤0.01%
+7
1411
$572 ﹤0.01%
+106
1412
$549 ﹤0.01%
+14
1413
$547 ﹤0.01%
+106
1414
$544 ﹤0.01%
+42
1415
$507 ﹤0.01%
+63
1416
$501 ﹤0.01%
+11
1417
$478 ﹤0.01%
+100
1418
$459 ﹤0.01%
+7
1419
$437 ﹤0.01%
+20
1420
$436 ﹤0.01%
+2
1421
$430 ﹤0.01%
+20
1422
$415 ﹤0.01%
+33
1423
$399 ﹤0.01%
+25
1424
$391 ﹤0.01%
+5
1425
$390 ﹤0.01%
+77
55 56
57
58 59