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
551
$72K 0.01%
98
+11
552
$72K 0.01%
1,393
553
$71K 0.01%
436
-15
554
$71K 0.01%
5,394
+28
555
$71K 0.01%
1,270
-486
556
$71K 0.01%
1,525
557
$71K 0.01%
1,352
-499
558
$70K 0.01%
8,734
-96
559
$70K 0.01%
238
-1
560
$70K 0.01%
257
+57
561
$70K 0.01%
1,247
-3,151
562
$70K 0.01%
416
-4,308
563
$70K 0.01%
3,328
564
$70K 0.01%
412
-42
565
$70K 0.01%
650
566
$70K 0.01%
3,168
567
$69K 0.01%
238
568
$69K 0.01%
1,793
-663
569
$69K 0.01%
999
+148
570
$69K 0.01%
646
571
$67K 0.01%
1,876
-684
572
$67K 0.01%
2,718
573
$67K 0.01%
+939
574
$67K 0.01%
2,063
+314
575
$67K 0.01%
1,500
21 22
23
24 25