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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
1001
– –
-2,818
1002
– –
-1,530
1003
– –
-1,543
1004
– –
-980
1005
– –
-296
1006
– –
-1,790
1007
– –
-132
1008
– –
-84
1009
– –
-542
1010
– –
-1,433
1011
– –
-930
1012
– –
-2,176
1013
– –
-12,492
1014
$0 ﹤0.01%
+14
1015
– –
-13,969
1016
– –
-5,152
1017
– –
-1,308
1018
– –
-827
1019
– –
-1,120
1020
– –
-882
1021
– –
-20
1022
– –
-3,925
1023
– –
-4,340
1024
– –
-1,803
1025
– –
-719
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