MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.79M
3
+$3.77M
4
MELI icon
Mercado Libre
MELI
+$1.68M
5
RACE icon
Ferrari
RACE
+$1.39M

Top Sells

1
+$8.28M
2
+$6.41M
3
+$2.68M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.51M
5
NVR icon
NVR
NVR
+$1.38M

Sector Composition

1 Technology 26.47%
2 Healthcare 15.12%
3 Financials 10.9%
4 Communication Services 9.08%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$353K 0.08%
+4,674
227
$335K 0.08%
6,037
-2,741
228
$323K 0.07%
4,531
+1,585
229
$318K 0.07%
52,486
-8,120
230
$317K 0.07%
7,763
+2,700
231
$316K 0.07%
10,202
-4,417
232
$310K 0.07%
7,221
-1,046
233
$307K 0.07%
2,270
-1,730
234
$299K 0.07%
+12,447
235
$293K 0.07%
5,472
-808
236
$283K 0.06%
122,432
-52,762
237
$282K 0.06%
9,699
-4,823
238
$280K 0.06%
+5,771
239
$279K 0.06%
13,589
+2,706
240
$278K 0.06%
+14,971
241
$277K 0.06%
3,981
+722
242
$274K 0.06%
6,982
+648
243
$273K 0.06%
6,063
-66
244
$272K 0.06%
14,771
-1,576
245
$270K 0.06%
14,732
-1,011
246
$266K 0.06%
4,567
+1,323
247
$262K 0.06%
8,315
-1,467
248
$259K 0.06%
16,623
-5,414
249
$258K 0.06%
7,695
+2,102
250
$250K 0.06%
5,278
-719
8 9
10
11 12