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
$443M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.44M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.42M

Top Sells

1
+$5.99M
2
+$3.15M
3
+$1.93M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.67M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.63M

Sector Composition

1 Technology 19.39%
2 Financials 9.7%
3 Consumer Discretionary 9.41%
4 Communication Services 6.67%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$314K 0.07%
526
-179
302
$314K 0.07%
1,035
+213
303
$314K 0.07%
2,153
-1,136
304
$311K 0.07%
8,954
+1,157
305
$311K 0.07%
2,114
+402
306
$311K 0.07%
10,435
-3,700
307
$309K 0.07%
5,728
+233
308
$308K 0.07%
7,697
-3,789
309
$307K 0.07%
2,326
-78
310
$304K 0.07%
34,272
+7,187
311
$303K 0.07%
6,327
-358
312
$299K 0.07%
4,919
+213
313
$299K 0.07%
+6,573
314
$298K 0.07%
8,070
-1,276
315
$297K 0.07%
+1,466
316
$296K 0.07%
6,836
-1,618
317
$296K 0.07%
20,009
-110,367
318
$296K 0.07%
2,650
-300
319
$294K 0.07%
3,357
+3,314
320
$293K 0.07%
12,094
-9,940
321
$292K 0.07%
3,635
+129
322
$291K 0.07%
18,782
-2,118
323
$289K 0.07%
4,514
+1,578
324
$289K 0.07%
+2,006
325
$288K 0.07%
+3,446
11 12
13
14 15