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
276
$164K 0.04%
16,234
+1,825
277
$147K 0.03%
+17,261
278
$146K 0.03%
18,343
-2,804
279
$145K 0.03%
17,966
+2,181
280
$144K 0.03%
11,179
+278
281
$120K 0.03%
+52,046
282
$120K 0.03%
+11,614
283
$112K 0.03%
24,718
-22,665
284
$68K 0.02%
+10,986
285
$52K 0.01%
+10,297
286
$39K 0.01%
14,307
+2,782
287
$24K 0.01%
68,000
+8,000
288
$22K 0.01%
+1,022
289
– –
-4,478
290
– –
-8,408
291
– –
-2,609
292
– –
-442,463
293
– –
-2,747
294
– –
-5,945
295
– –
-2,980
296
– –
-4,637
297
– –
-6,132
298
– –
-1,672
299
– –
-3,035
300
– –
-2,536
10 11
12
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