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MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
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
951
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-3,882
952
$0 ﹤0.01%
+29
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954
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-741
955
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956
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957
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-194
958
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959
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960
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961
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962
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963
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964
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965
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966
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-443
967
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968
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969
$0 ﹤0.01%
60
970
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-5,828
972
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-2,600
973
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0
974
$0 ﹤0.01%
+17
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– –
-68
37 38
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40 41