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
201
$1.01M 0.11%
7,365
+21
202
$1M 0.1%
17,953
+1,397
203
$985K 0.1%
4,168
+15
204
$985K 0.1%
4,621
-244
205
$975K 0.1%
10,673
-87
206
$966K 0.1%
9,228
+36
207
$965K 0.1%
12,550
+15
208
$963K 0.1%
21,640
-1,631
209
$954K 0.1%
455
+1
210
$953K 0.1%
11,901
-4,613
211
$952K 0.1%
3,266
+13
212
$940K 0.1%
+23,840
213
$939K 0.1%
7,248
-2,572
214
$939K 0.1%
9,724
+45
215
$934K 0.1%
12,938
+628
216
$932K 0.1%
6,008
+22
217
$926K 0.1%
24,873
+29
218
$920K 0.1%
6,806
-1,179
219
$918K 0.1%
2,582
+712
220
$907K 0.09%
2,077
+7
221
$899K 0.09%
10,109
-139
222
$899K 0.09%
19,313
+1,675
223
$897K 0.09%
22,950
-699
224
$883K 0.09%
33,928
+3,197
225
$882K 0.09%
29,299
-5,448
7 8
9
10 11