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
1476
– –
0
1477
$54 ﹤0.01%
+3
1478
$44 ﹤0.01%
+20
1479
$30 ﹤0.01%
2
-13,970
1480
$30 ﹤0.01%
+1
1481
$23 ﹤0.01%
+2
1482
$22 ﹤0.01%
1
-10,197
1483
$20 ﹤0.01%
+1
1484
$17 ﹤0.01%
+2
1485
$17 ﹤0.01%
+3
1486
$15 ﹤0.01%
+12
1487
$14 ﹤0.01%
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1488
$14 ﹤0.01%
+5
1489
$11 ﹤0.01%
+1
1490
$8 ﹤0.01%
+1
1491
$8 ﹤0.01%
+2
1492
$2 ﹤0.01%
+1
1493
– –
-1,834
1494
– –
-15,334
1495
– –
-14,914
1496
– –
-30,850
1497
– –
-3,206
1498
– –
-7,527
1499
– –
-5,108
1500
– –
-3,221
57 58 59
60
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