RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82.2K 0.03%
+590
227
$81.2K 0.03%
2,000
228
$80.2K 0.03%
700
+500
229
$76.8K 0.03%
1,735
-391
230
$76K 0.03%
2,000
231
$75.9K 0.03%
1,475
-593
232
$73.2K 0.03%
892
233
$71.5K 0.03%
1,415
-3,347
234
$70.7K 0.03%
240
235
$70.2K 0.03%
1,176
-1,754
236
$68.3K 0.03%
+2,889
237
$67.4K 0.03%
+26,753
238
$63.9K 0.03%
491
-4,721
239
$62.6K 0.03%
+355
240
$61.9K 0.03%
+688
241
$60.4K 0.02%
595
242
$59.3K 0.02%
900
243
$59.2K 0.02%
+2,509
244
$58.9K 0.02%
1,000
245
$57.2K 0.02%
352
-200
246
$55.3K 0.02%
700
+27
247
$54.3K 0.02%
588
-51
248
$54K 0.02%
858
-2,475
249
$54K 0.02%
725
+694
250
$53.9K 0.02%
221
+39
8 9
10
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