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
426
$226K 0.02%
+109
427
$225K 0.02%
3,129
-52
428
$224K 0.02%
1,296
-3,355
429
$224K 0.02%
15,764
430
$221K 0.02%
10,349
-164
431
$221K 0.02%
3,126
+58
432
$217K 0.02%
3,155
-654
433
$216K 0.02%
+2,953
434
$213K 0.02%
+2,320
435
$213K 0.02%
+4,410
436
$211K 0.02%
+1,178
437
$210K 0.02%
757
-110
438
$207K 0.02%
7,044
-106
439
$204K 0.02%
2,077
-3,202
440
$201K 0.02%
3,397
441
$179K 0.02%
14,911
-197
442
$172K 0.02%
17,634
-284
443
$166K 0.02%
12,384
-141
444
$159K 0.02%
+12,960
445
$159K 0.02%
32,590
-4,414
446
$70K 0.01%
239
447
$34K ﹤0.01%
+367
448
$8K ﹤0.01%
+54
449
– –
-11,663
450
– –
-3,220
16 17
18
19 20