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
1
$159M 16.52%
894,798
-47,530
2
$23.6M 2.45%
49,513
+9,264
3
$17.8M 1.85%
123,140
+520
4
$15.7M 1.63%
44,537
-423
5
$13.5M 1.4%
40,159
+364
6
$12M 1.25%
82,940
+2,920
7
$11.4M 1.19%
110,707
-25
8
$10.9M 1.13%
174,383
+5,844
9
$10.7M 1.12%
169,446
+4,806
10
$8.67M 0.9%
80,319
+792
11
$8.63M 0.9%
78,230
+44,649
12
$8.53M 0.89%
97,858
-1,808
13
$8.39M 0.87%
53,001
-486
14
$8M 0.83%
50,068
-2,012
15
$7.84M 0.82%
58,672
+650
16
$7.82M 0.81%
47,815
+940
17
$7.73M 0.8%
87,090
-1,736
18
$7.44M 0.77%
64,382
+51,550
19
$7.41M 0.77%
22,037
-264
20
$7.26M 0.76%
144,299
+5,410
21
$7.18M 0.75%
59,666
+667
22
$7.17M 0.75%
9,005
-265
23
$7.01M 0.73%
80,352
+997
24
$6.62M 0.69%
159,178
-4,399
25
$6.62M 0.69%
59,051
+1,158
1
2 3 4 5