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
101
$1.18M 0.27%
8,306
-4,420
102
$1.14M 0.26%
9,505
+1,176
103
$1.12M 0.25%
18,963
+1,268
104
$1.1M 0.25%
19,212
+9,350
105
$1.07M 0.24%
17,070
-1,554
106
$1.07M 0.24%
10,874
-418
107
$1.06M 0.24%
2,819
-48
108
$1.04M 0.24%
7,854
+1,408
109
$1.03M 0.23%
36,916
+7,848
110
$1.02M 0.23%
13,505
+616
111
$1.01M 0.23%
12,475
+4,686
112
$1M 0.23%
5,497
-8,253
113
$964K 0.22%
+16,652
114
$952K 0.21%
7,001
-301
115
$949K 0.21%
79,046
+8,718
116
$943K 0.21%
3,658
-150
117
$941K 0.21%
5,312
-437
118
$910K 0.21%
5,179
-2,434
119
$909K 0.21%
12,370
-10,296
120
$905K 0.2%
10,810
+1,525
121
$884K 0.2%
9,807
-106
122
$852K 0.19%
5,657
123
$815K 0.18%
21,474
+152
124
$804K 0.18%
3,540
+342
125
$804K 0.18%
94,542
-7,225
3 4
5
6 7