MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
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
+$6.76M
2
+$5.94M
3
+$4.48M
4
MELI icon
Mercado Libre
MELI
+$2.12M
5
FISV
Fiserv Inc
FISV
+$1.59M

Top Sells

1
+$8.28M
2
+$6.41M
3
+$3.5M
4
NVR icon
NVR
NVR
+$1.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.75M

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
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341
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