RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
1-Year Return
29.17%
This Quarter Return
-14.85%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$408M
AUM Growth
-$93.9M
(-19%)
Cap. Flow
-$16.7M
Cap. Flow
% of AUM
-4.11%
Top 10 Holdings %
Top 10 Hldgs %
30.11%
Holding
453
New
27
Increased
171
Reduced
169
Closed
62
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$2.22M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$735K |
| 3 |
Verizon
VZ
|
+$720K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$606K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$604K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$1.27M |
| 2 |
VanEck Semiconductor ETF
SMH
|
+$1.18M |
| 3 |
Apple
AAPL
|
+$1.11M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$899K |
| 5 |
Albemarle
ALB
|
+$850K |
Sector Composition
| 1 | Technology | 13.83% |
| 2 | Consumer Discretionary | 7.96% |
| 3 | Financials | 7.58% |
| 4 | Communication Services | 6.77% |
| 5 | Consumer Staples | 6.71% |
