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
201
$1.02M 0.08%
6,543
+2,106
202
$1.02M 0.08%
16,677
+127
203
$995K 0.08%
65,854
+1,673
204
$986K 0.08%
5,279
-99
205
$985K 0.08%
17,546
+756
206
$985K 0.08%
6,994
+792
207
$981K 0.08%
2,009
-392
208
$973K 0.08%
1,791
+1,229
209
$972K 0.08%
20,989
-33,654
210
$968K 0.08%
11,888
+2,308
211
$961K 0.08%
33,204
+9,926
212
$958K 0.07%
4,034
+914
213
$958K 0.07%
63,673
-432
214
$957K 0.07%
5,759
+181
215
$955K 0.07%
5,883
+195
216
$952K 0.07%
12,566
-92
217
$944K 0.07%
4,505
-1,053
218
$942K 0.07%
+2,919
219
$933K 0.07%
8,092
+5,150
220
$932K 0.07%
10,153
+1,378
221
$929K 0.07%
+21,988
222
$929K 0.07%
19,256
-5,558
223
$917K 0.07%
2,182
+200
224
$903K 0.07%
+31,299
225
$901K 0.07%
4,437
-31
7 8
9
10 11