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
401
$255K 0.03%
16,504
-273
402
$250K 0.03%
2,145
-2,142
403
$249K 0.03%
2,431
-43
404
$249K 0.03%
2,083
-4,980
405
$248K 0.03%
10,191
-158
406
$247K 0.03%
881
-1,425
407
$246K 0.03%
+1,880
408
$245K 0.03%
5,219
-8,266
409
$245K 0.03%
1,564
410
$244K 0.03%
6,926
411
$242K 0.03%
11,763
-3,539
412
$241K 0.03%
5,324
-734
413
$238K 0.02%
3,647
-278
414
$238K 0.02%
+9,547
415
$236K 0.02%
4,472
+30
416
$235K 0.02%
1,799
-31
417
$233K 0.02%
4,681
-70
418
$232K 0.02%
1,336
-21
419
$231K 0.02%
+6,675
420
$230K 0.02%
776
-1,055
421
$229K 0.02%
1,770
422
$229K 0.02%
+898
423
$228K 0.02%
15,302
-240
424
$226K 0.02%
+3,036
425
$226K 0.02%
4,385
-73
15 16
17
18 19