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
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,373
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$4.39M
3
+$3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.43M
5
MSFT icon
Microsoft
MSFT
+$2.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.08%
2 Consumer Discretionary 11.07%
3 Healthcare 8.56%
4 Financials 8.28%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$215K 0.1%
+2,558
252
$212K 0.1%
+15,400
253
$210K 0.1%
+4,187
254
$207K 0.09%
+1,164
255
$205K 0.09%
+2,113
256
$205K 0.09%
+2,207
257
$202K 0.09%
+18,750
258
$202K 0.09%
+1,618
259
$201K 0.09%
+12,425
260
$201K 0.09%
+1,599
261
$201K 0.09%
+2,924
262
$198K 0.09%
+4,476
263
$198K 0.09%
+5,333
264
$197K 0.09%
+4,500
265
$197K 0.09%
+2,357
266
$195K 0.09%
+8,310
267
$195K 0.09%
+1,955
268
$194K 0.09%
+1,050
269
$193K 0.09%
+2,201
270
$192K 0.09%
+4,604
271
$192K 0.09%
+1,666
272
$192K 0.09%
+4,844
273
$191K 0.09%
+2,716
274
$190K 0.09%
+6,825
275
$190K 0.09%
+1,096
9 10
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