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
$443M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.79M
3
+$3.77M
4
MELI icon
Mercado Libre
MELI
+$1.68M
5
RACE icon
Ferrari
RACE
+$1.39M

Top Sells

1
+$8.28M
2
+$6.41M
3
+$2.68M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.51M
5
NVR icon
NVR
NVR
+$1.38M

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
26
$3.75M 0.84%
64,420
-2,160
27
$3.72M 0.84%
121,476
-2,611
28
$3.69M 0.83%
123,769
29
$3.62M 0.82%
22,477
-875
30
$3.38M 0.76%
234,507
+3,195
31
$3.29M 0.74%
139,418
+1,393
32
$3.26M 0.74%
23,291
+9,528
33
$3.04M 0.69%
37,853
-1,493
34
$3.01M 0.68%
60,275
+9,092
35
$2.96M 0.67%
15,860
+576
36
$2.95M 0.66%
30,495
+2,019
37
$2.94M 0.66%
19,980
-351
38
$2.83M 0.64%
17,312
-162
39
$2.8M 0.63%
51,002
+1,126
40
$2.73M 0.62%
24,425
+301
41
$2.72M 0.61%
23,784
-23,452
42
$2.48M 0.56%
1,844
-147
43
$2.42M 0.54%
55,000
-2,510
44
$2.41M 0.54%
32,673
+449
45
$2.41M 0.54%
50,373
-2,384
46
$2.27M 0.51%
18,731
+111
47
$2.25M 0.51%
9,333
+393
48
$2.21M 0.5%
41,294
+1,767
49
$2.19M 0.49%
11,909
+950
50
$2.15M 0.48%
74,580
+22,625
1
2
3 4 5