MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$6.1M
2
+$5.52M
3
+$4.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.27M
5
DXLG icon
Destination XL Group
DXLG
+$3.56M

Top Sells

1
+$7.51M
2
+$7.12M
3
+$6.66M
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
451
– –
-4,208
452
– –
-614
453
– –
-1,973
454
– –
-10,090
455
– –
-2,356
456
– –
-23,160
457
– –
-412
458
– –
-9,835
459
– –
-1,079
460
– –
-2,108
461
– –
-1,449
462
– –
-5,186
463
– –
-2,375
464
– –
-2,126
465
– –
-32,462
466
– –
-40,178
467
– –
-82,842
468
– –
-3,288
469
– –
-11,663
470
– –
-7,878
471
– –
-20,980
472
– –
-239
473
– –
-6,017
474
– –
-3,013
475
– –
-6,548
16 17 18
19
20