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
151
$1.42M 0.15%
4,265
-72
152
$1.39M 0.14%
15,049
+21
153
$1.38M 0.14%
18,152
154
$1.36M 0.14%
4,935
+2,228
155
$1.36M 0.14%
+7,542
156
$1.36M 0.14%
14,565
+1,010
157
$1.36M 0.14%
2,899
-44
158
$1.36M 0.14%
7,814
-223
159
$1.36M 0.14%
2,396
-11
160
$1.35M 0.14%
15,880
-317
161
$1.34M 0.14%
12,193
-312
162
$1.33M 0.14%
54,354
+3,526
163
$1.32M 0.14%
86,535
+78,547
164
$1.31M 0.14%
6,013
-2,923
165
$1.31M 0.14%
5,207
+144
166
$1.29M 0.13%
11,955
-174
167
$1.28M 0.13%
4,202
+58
168
$1.27M 0.13%
32,041
-6,666
169
$1.27M 0.13%
14,335
-604
170
$1.27M 0.13%
9,149
-869
171
$1.26M 0.13%
4,919
-25
172
$1.26M 0.13%
+14,791
173
$1.25M 0.13%
2,534
-94
174
$1.24M 0.13%
21,401
-246
175
$1.23M 0.13%
11,112
-4,440
5 6
7
8 9