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
251
$671K 0.07%
7,224
+41
252
$663K 0.07%
+7,754
253
$662K 0.07%
14,981
+6,379
254
$658K 0.07%
12,230
+950
255
$653K 0.07%
3,912
-218
256
$647K 0.07%
6,357
+579
257
$644K 0.07%
4,707
-254
258
$641K 0.07%
+2,525
259
$629K 0.07%
2,669
-37
260
$613K 0.06%
7,438
-13,420
261
$609K 0.06%
7,245
-101
262
$607K 0.06%
8,116
+8
263
$606K 0.06%
4,349
-433
264
$603K 0.06%
12,184
+984
265
$602K 0.06%
3,358
-988
266
$600K 0.06%
10,016
+2,471
267
$599K 0.06%
6,226
-505
268
$598K 0.06%
6,599
-909
269
$597K 0.06%
939
-335
270
$594K 0.06%
8,298
+353
271
$593K 0.06%
10,122
+118
272
$589K 0.06%
+2,096
273
$589K 0.06%
10,479
+1,670
274
$587K 0.06%
1,830
+234
275
$585K 0.06%
4,887
-456
9 10
11
12 13