RIA

Realta Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 40.39%
This Quarter Est. Return
1 Year Est. Return
+40.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.44M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.42M

Top Sells

1
+$5.99M
2
+$3.15M
3
+$1.93M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.67M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.63M

Sector Composition

1 Technology 19.39%
2 Financials 9.7%
3 Consumer Discretionary 9.41%
4 Communication Services 6.67%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$476K 0.11%
7,386
-91
227
$470K 0.11%
5,267
-840
228
$468K 0.11%
18,480
-518
229
$468K 0.11%
13,586
+9,669
230
$468K 0.11%
4,309
+178
231
$468K 0.11%
+16,275
232
$468K 0.11%
+4,399
233
$460K 0.1%
5,055
-12
234
$459K 0.1%
3,518
-168
235
$456K 0.1%
24,664
+6,568
236
$455K 0.1%
854
+20
237
$454K 0.1%
6,470
+1,480
238
$442K 0.1%
+3,441
239
$442K 0.1%
5,360
+2,673
240
$439K 0.1%
10,358
-6,587
241
$434K 0.1%
2,412
+148
242
$431K 0.1%
3,916
-516
243
$429K 0.1%
2,465
-3,438
244
$424K 0.1%
+419
245
$421K 0.1%
1,538
-198
246
$419K 0.09%
15,888
-227
247
$416K 0.09%
2,438
-546
248
$415K 0.09%
5,290
-1,000
249
$413K 0.09%
5,696
-711
250
$407K 0.09%
1,609
-163
8 9
10
11 12