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
$217M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$951K
3
+$707K
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$589K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$569K

Top Sells

1
+$16.9M
2
+$10.1M
3
+$8.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.52M
5
META icon
Meta Platforms (Facebook)
META
+$7.43M

Sector Composition

1 Technology 27.05%
2 Consumer Discretionary 6.47%
3 Communication Services 6%
4 Financials 5.75%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35.1K 0.02%
618
-3,307
252
$34.4K 0.02%
643
-336
253
$33.4K 0.02%
240
-397
254
$31.7K 0.01%
1,519
-9,222
255
$31.1K 0.01%
671
-531
256
$29.2K 0.01%
226
-224
257
$28.1K 0.01%
789
-1,481
258
$27.7K 0.01%
320
-1,275
259
$27.5K 0.01%
1,650
-21,350
260
$26.9K 0.01%
392
-4,077
261
$26.8K 0.01%
482
-653
262
$26.7K 0.01%
524
-11,505
263
$26.3K 0.01%
1,015
-380
264
$26K 0.01%
1,240
-75
265
$25.4K 0.01%
+550
266
$24.6K 0.01%
120
267
$23.4K 0.01%
200
268
$23.3K 0.01%
447
-992
269
$23K 0.01%
541
-2,691
270
$22.7K 0.01%
234
-2,346
271
$22.5K 0.01%
639
-1,507
272
$21.9K 0.01%
1,000
273
$21.8K 0.01%
362
-345
274
$21.7K 0.01%
582
-12,251
275
$21.2K 0.01%
636
-19
9 10
11
12 13