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
$958M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.29M
3
+$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.42M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.36M

Top Sells

1
+$8.44M
2
+$7.1M
3
+$6.85M
4
MELI icon
Mercado Libre
MELI
+$5.06M
5
HDB icon
HDFC Bank
HDB
+$3.03M

Sector Composition

1 Technology 32.32%
2 Healthcare 10.33%
3 Financials 9.23%
4 Communication Services 7.39%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$855K 0.09%
3,823
-375
227
$840K 0.09%
16,768
+3,769
228
$836K 0.09%
+3,390
229
$836K 0.09%
1,473
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230
$836K 0.09%
18,637
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231
$820K 0.09%
12,010
232
$815K 0.08%
7,901
-1,608
233
$803K 0.08%
6,863
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234
$803K 0.08%
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235
$797K 0.08%
15,377
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236
$778K 0.08%
76,430
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237
$763K 0.08%
12,915
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238
$756K 0.08%
7,481
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239
$755K 0.08%
3,076
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240
$748K 0.08%
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243
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245
$716K 0.07%
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$689K 0.07%
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247
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3,275
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248
$680K 0.07%
8,190
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249
$677K 0.07%
12,281
+7,563
250
$674K 0.07%
8,344
+644
8 9
10
11 12