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
426
$111K 0.02%
2,733
-570
427
$111K 0.02%
3,613
428
$111K 0.02%
+1,742
429
$110K 0.02%
1,500
430
$110K 0.02%
+3,191
431
$110K 0.02%
989
-66,480
432
$109K 0.02%
+2,436
433
$109K 0.02%
3,778
+242
434
$108K 0.02%
2,362
-185
435
$108K 0.02%
1,489
+1
436
$106K 0.02%
2,715
+2,240
437
$106K 0.02%
2,603
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438
$106K 0.02%
+3,584
439
$106K 0.02%
660
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440
$106K 0.02%
4,021
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441
$106K 0.02%
520
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442
$105K 0.02%
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443
$105K 0.02%
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444
$104K 0.02%
1,214
-1,295
445
$104K 0.02%
718
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446
$104K 0.02%
+4,009
447
$103K 0.02%
1,700
448
$103K 0.02%
2,964
449
$102K 0.02%
2,892
+9
450
$102K 0.02%
+2,415
16 17
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