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
251
$249K 0.06%
1,678
-31
252
$247K 0.06%
2,092
-3,891
253
$242K 0.05%
+2,731
254
$241K 0.05%
+1,885
255
$238K 0.05%
8,875
-347
256
$238K 0.05%
1,760
-365
257
$236K 0.05%
279
-2
258
$232K 0.05%
+1,501
259
$228K 0.05%
7,693
+1,273
260
$227K 0.05%
3,755
+8
261
$223K 0.05%
68,541
262
$217K 0.05%
2,100
+7
263
$215K 0.05%
1,128
264
$210K 0.05%
8,736
-7,375
265
$209K 0.05%
26,821
-4,083
266
$209K 0.05%
6,136
-7,462
267
$209K 0.05%
6,841
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268
$207K 0.05%
2,509
-801
269
$206K 0.05%
9,255
-1,334
270
$203K 0.05%
1,913
-610
271
$201K 0.05%
2,023
+216
272
$194K 0.04%
24,030
+6,014
273
$178K 0.04%
10,338
-6,980
274
$169K 0.04%
+12,235
275
$167K 0.04%
23,710
-3,362
9 10
11
12 13