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
276
$576K 0.06%
+13,657
277
$566K 0.06%
+4,913
278
$565K 0.06%
9,348
-165
279
$559K 0.06%
14,935
+1,469
280
$550K 0.06%
+3,739
281
$545K 0.06%
25,336
+1,377
282
$536K 0.06%
3,560
+340
283
$534K 0.06%
3,197
-57
284
$530K 0.06%
8,276
-110,822
285
$513K 0.05%
2,382
+150
286
$512K 0.05%
+20,220
287
$509K 0.05%
3,055
-1,630
288
$507K 0.05%
18,148
-1,534
289
$505K 0.05%
6,538
-2,954
290
$505K 0.05%
2,775
+24
291
$494K 0.05%
+13,404
292
$493K 0.05%
11,707
+74
293
$491K 0.05%
5,164
+497
294
$489K 0.05%
9,070
-9,272
295
$485K 0.05%
4,440
+862
296
$481K 0.05%
12,385
+68
297
$479K 0.05%
3,302
+484
298
$478K 0.05%
3,624
-5,744
299
$473K 0.05%
2,780
+708
300
$473K 0.05%
69,622
+6,709
10 11
12
13 14