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
26
$6.6M 0.69%
29,650
+4,487
27
$6.39M 0.66%
36,776
+1,138
28
$6.26M 0.65%
33,513
+31
29
$6.24M 0.65%
15,045
-408
30
$6.21M 0.65%
20,775
+688
31
$6.15M 0.64%
53,707
+13,264
32
$6.13M 0.64%
119,096
-19,959
33
$6.13M 0.64%
101,422
-7,016
34
$5.88M 0.61%
24,167
-181
35
$5.81M 0.6%
19,528
-1,168
36
$5.79M 0.6%
34,700
+3,380
37
$5.62M 0.58%
141,701
-324
38
$5.55M 0.58%
60,199
+191
39
$5.32M 0.55%
52,372
+2,329
40
$5.32M 0.55%
123,769
41
$5.3M 0.55%
34,207
+4,588
42
$5.29M 0.55%
+72,984
43
$5.17M 0.54%
19,851
-91
44
$5.15M 0.54%
65,457
+29,630
45
$4.94M 0.51%
11,905
-574
46
$4.79M 0.5%
9,539
-209
47
$4.75M 0.49%
2,796
-20
48
$4.71M 0.49%
253,709
-10,267
49
$4.54M 0.47%
11,417
50
$4.44M 0.46%
32,761
-227
1
2
3 4 5