MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$9.52M
3
+$7.29M
4
BBWI icon
Bath & Body Works
BBWI
+$7.11M
5
MPC icon
Marathon Petroleum
MPC
+$6.55M

Top Sells

1
+$7.46M
2
+$6.38M
3
+$5.03M
4
NBIS
Nebius Group N.V.
NBIS
+$1.78M
5
MLPA icon
Global X MLP ETF
MLPA
+$1.12M

Sector Composition

1 Technology 19.18%
2 Healthcare 12.97%
3 Financials 12.63%
4 Consumer Discretionary 11.65%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$134K 0.03%
3,830
-293
377
$134K 0.03%
2,895
-51
378
$134K 0.03%
2,308
-42
379
$133K 0.03%
7,540
-1,614
380
$133K 0.03%
+6,388
381
$132K 0.03%
2,089
-742
382
$132K 0.03%
3,223
383
$132K 0.03%
7,949
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384
$131K 0.02%
2,435
-719
385
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386
$130K 0.02%
5,000
+302
387
$130K 0.02%
4,364
-53
388
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389
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+4,195
390
$128K 0.02%
2,049
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391
$126K 0.02%
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393
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394
$124K 0.02%
960
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395
$123K 0.02%
3,034
396
$123K 0.02%
3,030
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397
$122K 0.02%
5,202
-1,680
398
$122K 0.02%
3,649
-1,337
399
$122K 0.02%
+13,732
400
$122K 0.02%
4,041
14 15
16
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