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
801
$19K ﹤0.01%
1,159
-5
802
$19K ﹤0.01%
333
+147
803
$19K ﹤0.01%
553
804
$19K ﹤0.01%
149
+72
805
$19K ﹤0.01%
492
-2
806
$19K ﹤0.01%
3,000
-3,500
807
$18K ﹤0.01%
450
808
$18K ﹤0.01%
341
+153
809
$18K ﹤0.01%
195
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810
$18K ﹤0.01%
128
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811
$18K ﹤0.01%
239
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$18K ﹤0.01%
+196
813
$18K ﹤0.01%
337
814
$18K ﹤0.01%
147
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815
$18K ﹤0.01%
747
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816
$18K ﹤0.01%
369
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$17K ﹤0.01%
421
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818
$17K ﹤0.01%
931
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819
$17K ﹤0.01%
330
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820
$17K ﹤0.01%
495
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821
$17K ﹤0.01%
85
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822
$17K ﹤0.01%
305
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823
$17K ﹤0.01%
143
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824
$17K ﹤0.01%
+321
825
$17K ﹤0.01%
260
31 32
33
34 35