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
51
$2.08M 0.47%
7,344
+53
52
$2.08M 0.47%
40,861
-2,260
53
$2.04M 0.46%
26,750
-932
54
$2.03M 0.46%
10,721
+3,071
55
$2.01M 0.45%
48,260
-29,740
56
$1.97M 0.44%
2,846
-12
57
$1.96M 0.44%
12,422
+2,203
58
$1.95M 0.44%
34,831
+1,334
59
$1.95M 0.44%
58,756
+5,093
60
$1.86M 0.42%
38,905
+1,058
61
$1.84M 0.41%
51,178
+4,912
62
$1.78M 0.4%
9,160
-496
63
$1.7M 0.38%
6,944
-98
64
$1.68M 0.38%
+3,432
65
$1.65M 0.37%
20,913
+517
66
$1.6M 0.36%
33,120
-523
67
$1.6M 0.36%
18,029
-2,636
68
$1.58M 0.36%
9,580
-120
69
$1.57M 0.35%
29,146
+2,048
70
$1.55M 0.35%
6,923
+173
71
$1.53M 0.35%
73,681
+7,064
72
$1.53M 0.35%
13,009
-144
73
$1.5M 0.34%
33,614
-401
74
$1.45M 0.33%
24,469
+1,220
75
$1.44M 0.33%
10,993
+3,354
1 2
3
4 5