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
276
$21.7K 0.01%
800
277
$21.7K 0.01%
203
-268
278
$21K 0.01%
83
-1,073
279
$19.9K 0.01%
+365
280
$19.8K 0.01%
+373
281
$19.4K 0.01%
+200
282
$19.2K 0.01%
209
-310
283
$18.2K 0.01%
300
-10,421
284
$18K 0.01%
200
285
$16.5K 0.01%
364
-812
286
$16K 0.01%
+200
287
$16K 0.01%
+458
288
$15.5K 0.01%
+169
289
$14.8K 0.01%
+234
290
$14.7K 0.01%
362
+101
291
$14.4K 0.01%
85
-509
292
$14.1K 0.01%
479
293
$12.5K 0.01%
623
+479
294
$11.7K ﹤0.01%
154
-416
295
$11.1K ﹤0.01%
104
-11
296
$11K ﹤0.01%
227
-391
297
$10.9K ﹤0.01%
507
298
$10.4K ﹤0.01%
52
-4
299
$10.3K ﹤0.01%
+162
300
$10.1K ﹤0.01%
+327
10 11
12
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