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
276
$363K 0.08%
1,944
+395
277
$362K 0.08%
2,331
+372
278
$361K 0.08%
+6,270
279
$358K 0.08%
1,379
-367
280
$358K 0.08%
3,557
-450
281
$357K 0.08%
14,470
+2,103
282
$354K 0.08%
2,386
+2,225
283
$351K 0.08%
5,402
-394
284
$351K 0.08%
+2,153
285
$349K 0.08%
4,509
-1,947
286
$345K 0.08%
+85,153
287
$344K 0.08%
2,843
+324
288
$343K 0.08%
6,506
+98
289
$339K 0.08%
34,112
+24,325
290
$339K 0.08%
24,887
-388
291
$338K 0.08%
3,952
+2,155
292
$338K 0.08%
4,161
-556
293
$336K 0.08%
3,607
-384
294
$335K 0.08%
5,607
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295
$335K 0.08%
1,743
-360
296
$335K 0.08%
1,362
-1,251
297
$330K 0.07%
19,591
-10,965
298
$323K 0.07%
4,967
-646
299
$319K 0.07%
2,599
-74
300
$319K 0.07%
8,853
-1,092
10 11
12
13 14