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
76
$3.14M 0.33%
16,652
-2,724
77
$3.12M 0.32%
58,924
+4,647
78
$3.12M 0.32%
17,048
+2,200
79
$3.11M 0.32%
64,821
+9,322
80
$3.04M 0.32%
6,442
+472
81
$3.02M 0.31%
7,906
+159
82
$2.97M 0.31%
10,924
+315
83
$2.86M 0.3%
37,631
-4,379
84
$2.82M 0.29%
27,155
+53
85
$2.81M 0.29%
+33,563
86
$2.75M 0.29%
1,148
+65
87
$2.71M 0.28%
15,253
-50
88
$2.65M 0.28%
7,515
-1,185
89
$2.51M 0.26%
17,817
+1,082
90
$2.49M 0.26%
3,736
-48
91
$2.49M 0.26%
32,033
+1,743
92
$2.44M 0.25%
147,027
+14,126
93
$2.42M 0.25%
13,228
-178
94
$2.38M 0.25%
22,521
+1,511
95
$2.36M 0.24%
12,128
+392
96
$2.35M 0.24%
11,504
-514
97
$2.34M 0.24%
4,927
+1,734
98
$2.33M 0.24%
39,377
+1,303
99
$2.32M 0.24%
17,982
+3,778
100
$2.31M 0.24%
13,361
+5,341
2 3
4
5 6