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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$229K 0.06%
2,828
-57
302
$229K 0.06%
1,914
+1,749
303
$227K 0.06%
3,075
+125
304
$225K 0.06%
7,431
-1,144
305
$224K 0.06%
2,852
-194
306
$220K 0.06%
1,008
307
$217K 0.06%
4,715
-511
308
$217K 0.06%
4,903
-2,266
309
$216K 0.06%
1,942
-177
310
$216K 0.06%
10,800
-750
311
$213K 0.06%
15,000
+2,264
312
$211K 0.06%
22,753
-4,942
313
$209K 0.06%
4,146
+9
314
$209K 0.06%
+4,941
315
$205K 0.06%
5,094
+418
316
$204K 0.06%
10,237
+9,437
317
$204K 0.06%
2,180
+335
318
$201K 0.05%
+6,150
319
$201K 0.05%
5,475
+1,100
320
$200K 0.05%
+1,253
321
$200K 0.05%
2,265
-98
322
$200K 0.05%
3,525
+339
323
$199K 0.05%
7,175
+200
324
$199K 0.05%
7,075
+1,845
325
$199K 0.05%
5,828
-50
11 12
13
14 15