RIA

Realta Investment Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 38.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.29M
3
+$1.2M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$1.02M
5
PLTR icon
Palantir
PLTR
+$1.02M

Top Sells

1
+$1.28M
2
+$940K
3
+$837K
4
MSTR icon
Strategy Inc
MSTR
+$780K
5
PGR icon
Progressive
PGR
+$718K

Sector Composition

1 Technology 31.14%
2 Consumer Discretionary 6.95%
3 Communication Services 6.43%
4 Financials 6.1%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.2K ﹤0.01%
1,000
277
$12.1K ﹤0.01%
125
278
$11.5K ﹤0.01%
+96
279
$11.1K ﹤0.01%
+59
280
$9.93K ﹤0.01%
144
+53
281
$9.82K ﹤0.01%
78
282
$9.22K ﹤0.01%
224
+109
283
$8.56K ﹤0.01%
77
-100
284
$8.51K ﹤0.01%
102
285
$8.06K ﹤0.01%
120
+31
286
$7.53K ﹤0.01%
+146
287
$7.33K ﹤0.01%
+378
288
$6.87K ﹤0.01%
+155
289
$6.46K ﹤0.01%
+200
290
$6.34K ﹤0.01%
+16
291
$6.01K ﹤0.01%
100
292
$5.84K ﹤0.01%
103
293
$5.75K ﹤0.01%
52
294
$5.56K ﹤0.01%
+54
295
$5.45K ﹤0.01%
68
296
$5.17K ﹤0.01%
+22
297
$5.07K ﹤0.01%
103
+1
298
$4.82K ﹤0.01%
+165
299
$4.74K ﹤0.01%
+102
300
$4.73K ﹤0.01%
150
-850
10 11
12
13 14