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
201
$431K 0.1%
5,736
+1,059
202
$430K 0.1%
2,715
+280
203
$430K 0.1%
5,319
+1,032
204
$430K 0.1%
6,601
+692
205
$428K 0.1%
5,356
+927
206
$424K 0.1%
11,024
+1,096
207
$424K 0.1%
8,716
+1,090
208
$414K 0.09%
4,037
+564
209
$412K 0.09%
2,269
+251
210
$410K 0.09%
13,482
+5,418
211
$409K 0.09%
2,627
+534
212
$408K 0.09%
107,252
-346
213
$406K 0.09%
13,888
+1,703
214
$399K 0.09%
4,852
+631
215
$394K 0.09%
6,266
+1,555
216
$394K 0.09%
9,596
217
$392K 0.09%
8,411
-177
218
$388K 0.09%
9,203
+1,476
219
$385K 0.09%
21,255
+4,607
220
$379K 0.09%
6,641
+863
221
$377K 0.09%
13,261
+1,809
222
$372K 0.08%
9,286
+948
223
$368K 0.08%
5,459
+1,378
224
$366K 0.08%
3,208
+199
225
$359K 0.08%
2,437
+538
7 8
9
10 11