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
126
$791K 0.18%
46,765
-4,110
127
$777K 0.18%
5,488
-771
128
$771K 0.17%
7,011
-305
129
$719K 0.16%
41,988
+2,212
130
$718K 0.16%
30,280
-710
131
$713K 0.16%
8,879
+6,628
132
$699K 0.16%
76,846
-1,946
133
$697K 0.16%
23,249
+1,751
134
$690K 0.16%
11,621
-315
135
$689K 0.16%
55,580
-12,171
136
$681K 0.15%
4,719
-312
137
$671K 0.15%
101,840
-200
138
$661K 0.15%
6,202
-1,372
139
$651K 0.15%
6,969
-621
140
$649K 0.15%
17,551
+1,414
141
$649K 0.15%
135,519
-34,512
142
$644K 0.15%
23,531
+10,685
143
$631K 0.14%
6,300
-620
144
$608K 0.14%
4,997
+656
145
$597K 0.13%
14,033
146
$592K 0.13%
6,350
+477
147
$591K 0.13%
4,420
+339
148
$591K 0.13%
6,797
+1,171
149
$587K 0.13%
1,346
-119
150
$579K 0.13%
16,232
+1,833
4 5
6
7 8