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
151
$1.52M 0.12%
1,695
+31
152
$1.52M 0.12%
16,888
-1,172
153
$1.51M 0.12%
31,315
+4,059
154
$1.51M 0.12%
19,609
-3,369
155
$1.51M 0.12%
12,783
+328
156
$1.5M 0.12%
11,717
-146
157
$1.49M 0.12%
80,098
+1,433
158
$1.48M 0.12%
9,622
+913
159
$1.47M 0.11%
10,106
-389
160
$1.41M 0.11%
4,431
+270
161
$1.4M 0.11%
26,536
+8,214
162
$1.38M 0.11%
15,842
+551
163
$1.37M 0.11%
4,125
-784
164
$1.37M 0.11%
27,903
-11,947
165
$1.37M 0.11%
14,664
+185
166
$1.36M 0.11%
12,860
+8,031
167
$1.34M 0.1%
31,666
+4,614
168
$1.34M 0.1%
11,202
+3,076
169
$1.32M 0.1%
5,474
-160
170
$1.31M 0.1%
5,988
-288
171
$1.29M 0.1%
4,316
-180
172
$1.29M 0.1%
8,473
-551
173
$1.29M 0.1%
30,576
-80
174
$1.28M 0.1%
2,611
-2,629
175
$1.28M 0.1%
50,333
+531
5 6
7
8 9