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
1451
$216 ﹤0.01%
+4
1452
$201 ﹤0.01%
+10
1453
$199 ﹤0.01%
+5
1454
$192 ﹤0.01%
+6
1455
$189 ﹤0.01%
+1
1456
$188 ﹤0.01%
+3
1457
$181 ﹤0.01%
+100
1458
$181 ﹤0.01%
+1
1459
$178 ﹤0.01%
+25
1460
$165 ﹤0.01%
+46
1461
$149 ﹤0.01%
+100
1462
$142 ﹤0.01%
+8
1463
$139 ﹤0.01%
+3
1464
$136 ﹤0.01%
+13
1465
$125 ﹤0.01%
+133
1466
$115 ﹤0.01%
+90
1467
$114 ﹤0.01%
+100
1468
$101 ﹤0.01%
+10
1469
$91 ﹤0.01%
+4
1470
$82 ﹤0.01%
+10
1471
$80 ﹤0.01%
+40
1472
$73 ﹤0.01%
+46
1473
$63 ﹤0.01%
+27
1474
$62 ﹤0.01%
+10
1475
$61 ﹤0.01%
+6
57 58
59
60 61