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
276
$20.6K 0.01%
800
-4,200
277
$20.5K 0.01%
206
-6,746
278
$18.5K 0.01%
400
+25
279
$17.9K 0.01%
600
-82
280
$17.6K 0.01%
200
281
$17.5K 0.01%
190
-468
282
$17.3K 0.01%
100
-1,217
283
$16.5K 0.01%
+390
284
$16.2K 0.01%
500
-250
285
$16.1K 0.01%
280
-320
286
$15.5K 0.01%
305
-663
287
$14.6K 0.01%
380
288
$14.1K 0.01%
134,100
289
$13.9K 0.01%
479
-10,195
290
$13.7K 0.01%
190
-4,677
291
$13.6K 0.01%
201
292
$13.1K 0.01%
410
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293
$12.7K 0.01%
115
-189
294
$12.5K 0.01%
250
295
$11.7K 0.01%
100
-480
296
$11.6K 0.01%
+261
297
$11.3K 0.01%
56
-3,273
298
$11.2K 0.01%
507
-1,193
299
$9.95K ﹤0.01%
189
300
$9.65K ﹤0.01%
176
10 11
12
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