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
876
$8K ﹤0.01%
1,416
-952
877
$8K ﹤0.01%
100
878
$7K ﹤0.01%
281
879
$7K ﹤0.01%
317
-22,254
880
$7K ﹤0.01%
44
-902
881
$7K ﹤0.01%
249
-2,446
882
$7K ﹤0.01%
517
883
$7K ﹤0.01%
+10,205
884
$6K ﹤0.01%
1,440
-1,365
885
$6K ﹤0.01%
31
886
$6K ﹤0.01%
135
887
$6K ﹤0.01%
75
888
$6K ﹤0.01%
50
889
$5K ﹤0.01%
+68
890
$5K ﹤0.01%
111
891
$5K ﹤0.01%
112
892
$4K ﹤0.01%
+114
893
$4K ﹤0.01%
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894
$4K ﹤0.01%
140
895
$4K ﹤0.01%
133
896
$4K ﹤0.01%
+45
897
$4K ﹤0.01%
100
898
$4K ﹤0.01%
36
-3,020
899
$4K ﹤0.01%
49
900
$4K ﹤0.01%
+201
34 35
36
37 38