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
176
$477K 0.11%
4,023
+510
177
$475K 0.11%
7,163
+1,236
178
$474K 0.11%
6,884
+712
179
$471K 0.11%
6,859
+755
180
$470K 0.11%
3,402
+447
181
$468K 0.11%
3,706
+422
182
$467K 0.11%
2,700
+627
183
$464K 0.1%
2,336
+422
184
$463K 0.1%
4,642
-173
185
$461K 0.1%
5,335
+1,504
186
$461K 0.1%
3,214
-494
187
$459K 0.1%
+5,019
188
$458K 0.1%
4,492
+530
189
$455K 0.1%
4,914
+813
190
$451K 0.1%
4,514
-88
191
$445K 0.1%
2,692
+637
192
$443K 0.1%
10,261
-2,461
193
$443K 0.1%
10,007
+542
194
$443K 0.1%
9,770
-1,238
195
$439K 0.1%
4,707
+680
196
$439K 0.1%
9,111
-243
197
$435K 0.1%
3,486
+334
198
$435K 0.1%
14,959
+3,491
199
$434K 0.1%
12,688
+5,283
200
$434K 0.1%
10,024
+300
6 7
8
9 10