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
126
$1.74M 0.18%
35,260
-13,622
127
$1.69M 0.18%
23,540
-2,140
128
$1.69M 0.18%
7,891
+44
129
$1.67M 0.17%
16,303
+6,460
130
$1.66M 0.17%
8,044
-141
131
$1.66M 0.17%
12,538
-305
132
$1.65M 0.17%
7,924
+206
133
$1.6M 0.17%
3,458
+5
134
$1.57M 0.16%
24,456
-4,997
135
$1.57M 0.16%
19,465
+9,363
136
$1.57M 0.16%
27,030
+93
137
$1.57M 0.16%
10,591
+2,822
138
$1.56M 0.16%
28,141
+5,408
139
$1.56M 0.16%
15,071
-3,455
140
$1.53M 0.16%
8,785
+18
141
$1.52M 0.16%
6,587
+575
142
$1.52M 0.16%
2,362
+908
143
$1.52M 0.16%
13,859
-4,515
144
$1.5M 0.16%
29,671
-232
145
$1.49M 0.16%
98,124
-2,961
146
$1.47M 0.15%
37,149
-5,038
147
$1.46M 0.15%
24,129
+1,864
148
$1.46M 0.15%
8,870
-1,630
149
$1.43M 0.15%
18,562
+721
150
$1.42M 0.15%
71,927
-17,354
4 5
6
7 8