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
$219M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$951K
3
+$856K
4
ABT icon
Abbott
ABT
+$777K
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$774K

Top Sells

1
+$1.14M
2
+$868K
3
+$815K
4
TDG icon
TransDigm Group
TDG
+$776K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$712K

Sector Composition

1 Technology 26.88%
2 Financials 7.39%
3 Consumer Discretionary 6.63%
4 Communication Services 5.85%
5 Materials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.7K 0.03%
11,865
-315
227
$51.6K 0.02%
500
-200
228
$51.1K 0.02%
200
-40
229
$50.6K 0.02%
396
230
$50.2K 0.02%
11,480
-9,486
231
$49.9K 0.02%
855
-3
232
$49.9K 0.02%
632
-68
233
$49.5K 0.02%
963
+187
234
$49.4K 0.02%
352
235
$47.7K 0.02%
588
236
$47K 0.02%
580
237
$45.8K 0.02%
406
238
$44.1K 0.02%
1,671
+631
239
$44K 0.02%
377
-29
240
$42.8K 0.02%
503
-16
241
$40.3K 0.02%
1,450
+450
242
$39.8K 0.02%
487
-1,277
243
$39.7K 0.02%
+2,425
244
$37.9K 0.02%
976
-1
245
$36.9K 0.02%
1,353
-478
246
$36.5K 0.02%
1,000
247
$34.5K 0.02%
+770
248
$32.9K 0.02%
+750
249
$32.1K 0.01%
200
250
$26K 0.01%
1,240
8 9
10
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