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
351
$325K 0.03%
+780
352
$324K 0.03%
3,152
-529
353
$322K 0.03%
749
-55
354
$322K 0.03%
+2,252
355
$321K 0.03%
2,255
-4,352
356
$318K 0.03%
10,074
+927
357
$317K 0.03%
+18,440
358
$316K 0.03%
2,256
+211
359
$315K 0.03%
2,562
-328
360
$313K 0.03%
1,554
-52
361
$313K 0.03%
3,570
+1,030
362
$312K 0.03%
2,349
+67
363
$308K 0.03%
1,352
-24
364
$308K 0.03%
1,810
-107
365
$308K 0.03%
5,379
-92
366
$307K 0.03%
9,258
-130
367
$307K 0.03%
6,249
+176
368
$302K 0.03%
1,211
-279
369
$299K 0.03%
4,934
-68
370
$299K 0.03%
4,307
-161
371
$295K 0.03%
4,187
-76
372
$295K 0.03%
1,957
-35
373
$294K 0.03%
1,619
-22
374
$293K 0.03%
3,578
+334
375
$292K 0.03%
4,811
-77
13 14
15
16 17