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
$219M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$951K
3
+$856K
4
ABT icon
Abbott
ABT
+$777K
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$774K

Top Sells

1
+$1.14M
2
+$868K
3
+$815K
4
TDG icon
TransDigm Group
TDG
+$776K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$712K

Sector Composition

1 Technology 26.88%
2 Financials 7.39%
3 Consumer Discretionary 6.63%
4 Communication Services 5.85%
5 Materials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.76K ﹤0.01%
59
277
$8.35K ﹤0.01%
77
-27
278
$8.3K ﹤0.01%
100
-109
279
$8.3K ﹤0.01%
143
+52
280
$8.27K ﹤0.01%
129
-33
281
$8.15K ﹤0.01%
+300
282
$7.92K ﹤0.01%
222
+41
283
$7.86K ﹤0.01%
+102
284
$7.68K ﹤0.01%
130
285
$7.66K ﹤0.01%
100
286
$7.44K ﹤0.01%
46
-39
287
$7.32K ﹤0.01%
238
-89
288
$7.07K ﹤0.01%
78
289
$6.96K ﹤0.01%
+366
290
$6.87K ﹤0.01%
31
-190
291
$6.32K ﹤0.01%
+313
292
$6.3K ﹤0.01%
100
-1,750
293
$6.29K ﹤0.01%
102
+1
294
$6.02K ﹤0.01%
100
295
$5.21K ﹤0.01%
+16
296
$5.02K ﹤0.01%
52
+1
297
$5.01K ﹤0.01%
+163
298
$4.66K ﹤0.01%
68
299
$4.58K ﹤0.01%
+99
300
$4.34K ﹤0.01%
+226
10 11
12
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