MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Return
17.56%
This Quarter Return
+2.75%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$528M
AUM Growth
+$61.9M
(+13%)
Cap. Flow
+$50.1M
Cap. Flow
% of AUM
9.48%
Top 10 Holdings %
Top 10 Hldgs %
20.73%
Holding
1,032
New
105
Increased
311
Reduced
321
Closed
91
Top Buys
| 1 |
Apple
AAPL
|
+$19.5M |
| 2 |
CELG
Celgene Corp
CELG
|
+$9.11M |
| 3 |
Bath & Body Works
BBWI
|
+$7.34M |
| 4 |
Invesco
IVZ
|
+$6.73M |
| 5 |
Marathon Petroleum
MPC
|
+$6.02M |
Top Sells
| 1 |
Valero Energy
VLO
|
+$7.39M |
| 2 |
Allstate
ALL
|
+$6.13M |
| 3 |
Home Depot
HD
|
+$5.25M |
| 4 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
+$1.86M |
| 5 |
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% |
