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
251
$28.8K 0.01%
1,240
252
$27.2K 0.01%
83
+38
253
$26.9K 0.01%
+425
254
$26.2K 0.01%
345
+100
255
$25.8K 0.01%
396
-131
256
$25.1K 0.01%
1,164
+596
257
$24.1K 0.01%
601
258
$23K 0.01%
250
+50
259
$21.9K 0.01%
196
+90
260
$20.6K 0.01%
303
+1
261
$20K 0.01%
546
+146
262
$19.3K 0.01%
200
-384
263
$19.2K 0.01%
622
-104
264
$18.7K 0.01%
234
-888
265
$18.1K 0.01%
458
266
$16.9K 0.01%
+478
267
$16.8K 0.01%
+315
268
$16.7K 0.01%
157
-713
269
$16.7K 0.01%
61
+46
270
$16.6K 0.01%
50
271
$15.8K 0.01%
200
272
$15.2K 0.01%
+200
273
$13.5K ﹤0.01%
221
+72
274
$13.3K ﹤0.01%
303
+153
275
$12.9K ﹤0.01%
+200
9 10
11
12 13