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
176
$1.27M 0.1%
92,709
+420
177
$1.27M 0.1%
20,209
-6,301
178
$1.27M 0.1%
5,534
+3,212
179
$1.26M 0.1%
3,355
+382
180
$1.25M 0.1%
36,958
-579
181
$1.24M 0.1%
37,414
+1,009
182
$1.23M 0.1%
+2,733
183
$1.21M 0.09%
5,422
+229
184
$1.21M 0.09%
5,457
+728
185
$1.2M 0.09%
1,207
-323
186
$1.19M 0.09%
37,995
-1,730
187
$1.19M 0.09%
9,634
-3,370
188
$1.19M 0.09%
11,048
-108
189
$1.17M 0.09%
27,933
+9,245
190
$1.17M 0.09%
+34,102
191
$1.16M 0.09%
312
-4
192
$1.15M 0.09%
1,568
-179
193
$1.14M 0.09%
+22,355
194
$1.14M 0.09%
27,814
-906
195
$1.12M 0.09%
2,416
-14
196
$1.11M 0.09%
4,308
-157
197
$1.11M 0.09%
16,493
+4,683
198
$1.08M 0.08%
22,118
+847
199
$1.03M 0.08%
10,552
-1,191
200
$1.03M 0.08%
47,036
+18,784
6 7
8
9 10