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
251
$405K 0.09%
3,740
-1,160
252
$403K 0.09%
4,974
+114
253
$400K 0.09%
3,880
-933
254
$396K 0.09%
25,330
-6,500
255
$395K 0.09%
6,846
+852
256
$393K 0.09%
9,376
-3,702
257
$390K 0.09%
+471
258
$390K 0.09%
15,064
+3,715
259
$389K 0.09%
997
+31
260
$387K 0.09%
2,430
+611
261
$383K 0.09%
4,087
-337
262
$383K 0.09%
+1,405
263
$382K 0.09%
1,790
-1,630
264
$379K 0.09%
9,420
+5,677
265
$379K 0.09%
7,383
+1,207
266
$378K 0.09%
1,313
-165
267
$377K 0.09%
+648
268
$372K 0.08%
6,182
-2,320
269
$372K 0.08%
1,619
-63
270
$371K 0.08%
9,479
-736
271
$369K 0.08%
6,122
+1,082
272
$368K 0.08%
5,001
-1,193
273
$365K 0.08%
1,604
-80
274
$365K 0.08%
20,823
-13,573
275
$365K 0.08%
8,048
+3,331
9 10
11
12 13