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
101
$2.29M 0.24%
37,419
+652
102
$2.25M 0.23%
9,857
+5,713
103
$2.24M 0.23%
10,948
-591
104
$2.24M 0.23%
22,292
-364
105
$2.23M 0.23%
117,466
+45,926
106
$2.17M 0.23%
55,861
-9,130
107
$2.14M 0.22%
48,872
-580
108
$2.12M 0.22%
28,382
+15,766
109
$2.11M 0.22%
11,997
+322
110
$2.09M 0.22%
27,223
-1,056
111
$2.07M 0.21%
24,369
+3,147
112
$2.05M 0.21%
76,710
+6,518
113
$2.04M 0.21%
53,840
-24
114
$2.04M 0.21%
8,347
-202
115
$2.02M 0.21%
1,639
-13
116
$2.01M 0.21%
10,382
-35,452
117
$1.99M 0.21%
67,720
+16,740
118
$1.94M 0.2%
9,390
-1,023
119
$1.9M 0.2%
20,437
+12,391
120
$1.84M 0.19%
15,767
-5,554
121
$1.81M 0.19%
34,913
+1,562
122
$1.8M 0.19%
5,015
-6
123
$1.78M 0.18%
13,646
124
$1.78M 0.18%
8,850
-110
125
$1.76M 0.18%
15,197
-1,888
3 4
5
6 7