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
826
$16K ﹤0.01%
987
-7
827
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572
828
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466
829
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+586
830
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387
831
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421
-438
832
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603
+273
833
$16K ﹤0.01%
557
834
$15K ﹤0.01%
61
835
$15K ﹤0.01%
+380
836
$15K ﹤0.01%
98
-95
837
$15K ﹤0.01%
252
838
$15K ﹤0.01%
194
839
$15K ﹤0.01%
60
840
$14K ﹤0.01%
220
841
$14K ﹤0.01%
326
-47
842
$14K ﹤0.01%
1,021
843
$14K ﹤0.01%
82
844
$14K ﹤0.01%
130
845
$14K ﹤0.01%
64
846
$14K ﹤0.01%
200
847
$14K ﹤0.01%
544
848
$13K ﹤0.01%
129
-192
849
$13K ﹤0.01%
185
+85
850
$13K ﹤0.01%
222
-1,034
32 33
34
35 36