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
76
$1.43M 0.32%
10,118
+327
77
$1.42M 0.32%
21,584
+2,587
78
$1.41M 0.32%
31,818
+2,640
79
$1.41M 0.32%
36,522
-11,560
80
$1.4M 0.31%
4,384
+3,593
81
$1.39M 0.31%
+9,130
82
$1.39M 0.31%
14,280
-1,260
83
$1.39M 0.31%
30,380
-3,464
84
$1.39M 0.31%
76,004
+4,496
85
$1.38M 0.31%
18,818
+3,832
86
$1.38M 0.31%
536
-536
87
$1.36M 0.31%
+14,275
88
$1.35M 0.3%
14,998
-692
89
$1.35M 0.3%
14,200
+881
90
$1.31M 0.3%
24,391
+3,501
91
$1.28M 0.29%
147,625
92
$1.25M 0.28%
13,058
-1,004
93
$1.24M 0.28%
11,250
-160
94
$1.23M 0.28%
13,781
95
$1.22M 0.27%
22,384
-4,590
96
$1.21M 0.27%
39,196
+2,142
97
$1.21M 0.27%
42,044
-6,696
98
$1.2M 0.27%
21,008
+8,153
99
$1.2M 0.27%
22,206
+1,208
100
$1.19M 0.27%
21,086
+1,307
2 3
4
5 6