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
126
$2.05M 0.16%
16,969
-4,244
127
$2.05M 0.16%
68,474
+2,498
128
$1.99M 0.16%
8,960
+1,619
129
$1.97M 0.15%
35,620
+20,253
130
$1.96M 0.15%
28,437
+385
131
$1.89M 0.15%
56,039
-9,245
132
$1.88M 0.15%
30,757
+1,228
133
$1.84M 0.14%
5,965
-1,268
134
$1.84M 0.14%
3,444
+57
135
$1.77M 0.14%
17,464
+7,753
136
$1.68M 0.13%
5,335
+95
137
$1.66M 0.13%
18,230
-20
138
$1.63M 0.13%
20,555
-542
139
$1.62M 0.13%
4,166
-1,109
140
$1.61M 0.13%
23,255
-3,612
141
$1.6M 0.12%
17,264
+186
142
$1.6M 0.12%
31,708
-10,920
143
$1.58M 0.12%
31,673
+133
144
$1.58M 0.12%
3,104
+1,210
145
$1.57M 0.12%
19,365
-845
146
$1.57M 0.12%
2,973
-167
147
$1.56M 0.12%
16,705
-1,444
148
$1.55M 0.12%
21,917
-4,950
149
$1.55M 0.12%
5,298
-378
150
$1.54M 0.12%
20,712
-2,331
4 5
6
7 8