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
176
$1.23M 0.13%
8,544
+1,838
177
$1.23M 0.13%
15,935
+122
178
$1.21M 0.13%
14,358
-492
179
$1.21M 0.13%
5,777
+7
180
$1.19M 0.12%
3,392
-22
181
$1.18M 0.12%
13,759
+24
182
$1.18M 0.12%
3,121
-9
183
$1.17M 0.12%
4,614
+33
184
$1.16M 0.12%
38,539
+15,220
185
$1.15M 0.12%
3,948
-896
186
$1.15M 0.12%
3,540
+1,020
187
$1.14M 0.12%
23,970
-100
188
$1.13M 0.12%
19,718
+3
189
$1.12M 0.12%
8,611
-16
190
$1.11M 0.12%
5,074
-537
191
$1.09M 0.11%
15,574
-171
192
$1.08M 0.11%
22,041
+668
193
$1.07M 0.11%
6,226
+388
194
$1.04M 0.11%
11,932
-6,488
195
$1.03M 0.11%
4,922
-9
196
$1.02M 0.11%
5,006
-19
197
$1.02M 0.11%
+17,394
198
$1.02M 0.11%
3,929
-713
199
$1.01M 0.11%
2,443
-73
200
$1.01M 0.11%
14,033
6 7
8
9 10