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
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53.1K 0.02%
396
-3,721
252
$53K 0.02%
580
253
$51.6K 0.02%
+600
254
$51.1K 0.02%
406
-444
255
$49.2K 0.02%
+233
256
$47.8K 0.02%
1,831
+1,793
257
$46.4K 0.02%
519
258
$45.7K 0.02%
1,666
+1,066
259
$45.3K 0.02%
406
-134
260
$42.6K 0.02%
444
+210
261
$41.9K 0.02%
776
-378
262
$39.7K 0.02%
977
+947
263
$38.8K 0.02%
1,000
264
$36.6K 0.02%
270
+30
265
$36.6K 0.02%
69,000
-65,100
266
$34.9K 0.01%
360
-120
267
$32.5K 0.01%
+200
268
$30.6K 0.01%
928
+428
269
$30.3K 0.01%
1,240
270
$28.6K 0.01%
1,000
-4,850
271
$26.3K 0.01%
+1,040
272
$26.1K 0.01%
600
-1,000
273
$24.9K 0.01%
120
274
$23.1K 0.01%
601
-1,725
275
$22.8K 0.01%
260
-60
9 10
11
12 13