RIA

Realta Investment Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 38.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.29M
3
+$1.2M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$1.02M
5
PLTR icon
Palantir
PLTR
+$1.02M

Top Sells

1
+$1.28M
2
+$940K
3
+$837K
4
MSTR icon
Strategy Inc
MSTR
+$780K
5
PGR icon
Progressive
PGR
+$718K

Sector Composition

1 Technology 31.14%
2 Consumer Discretionary 6.95%
3 Communication Services 6.43%
4 Financials 6.1%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.7K 0.02%
2,889
227
$65.3K 0.02%
900
228
$64K 0.02%
200
229
$62.3K 0.02%
243
-90
230
$61.3K 0.02%
1,132
-645
231
$60.5K 0.02%
580
232
$58.9K 0.02%
588
+74
233
$58.8K 0.02%
2,181
+78
234
$58.7K 0.02%
1,000
235
$57.4K 0.02%
11,138
-342
236
$51.4K 0.02%
406
237
$50.5K 0.02%
346
-66
238
$48.3K 0.02%
507
+237
239
$46.3K 0.02%
1,000
+634
240
$44K 0.01%
1,050
241
$43.1K 0.01%
1,638
-110
242
$41.4K 0.01%
+1,200
243
$39.5K 0.01%
722
-157
244
$38.9K 0.01%
+2,425
245
$38.7K 0.01%
401
-103
246
$38.2K 0.01%
488
-6,951
247
$37.9K 0.01%
755
248
$32.7K 0.01%
120
249
$30.4K 0.01%
67,548
+548
250
$29.5K 0.01%
363
-341
8 9
10
11 12