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
$217M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$951K
3
+$707K
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$589K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$569K

Top Sells

1
+$16.9M
2
+$10.1M
3
+$8.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.52M
5
META icon
Meta Platforms (Facebook)
META
+$7.43M

Sector Composition

1 Technology 27.05%
2 Consumer Discretionary 6.47%
3 Communication Services 6%
4 Financials 5.75%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.56K ﹤0.01%
150
-200
302
$8.66K ﹤0.01%
35
-207
303
$7.75K ﹤0.01%
100
-156
304
$7.75K ﹤0.01%
84
-616
305
$7.74K ﹤0.01%
78
306
$7.52K ﹤0.01%
150
-502
307
$7.46K ﹤0.01%
52
-82
308
$7.26K ﹤0.01%
128
-64
309
$6.97K ﹤0.01%
260
-430
310
$6.84K ﹤0.01%
50
-450
311
$6.75K ﹤0.01%
142
312
$6.42K ﹤0.01%
101
-4,511
313
$6.26K ﹤0.01%
100
-2,307
314
$6.18K ﹤0.01%
50
-1,713
315
$5.71K ﹤0.01%
290
-1,020
316
$5.7K ﹤0.01%
+85
317
$5.48K ﹤0.01%
51
-3,652
318
$5.36K ﹤0.01%
16
-617
319
$5.14K ﹤0.01%
214
-947
320
$4.81K ﹤0.01%
30
-1,962
321
$4.78K ﹤0.01%
63
-333
322
$4.26K ﹤0.01%
50
-4,763
323
$4.19K ﹤0.01%
138
-41
324
$4.08K ﹤0.01%
60
-431
325
$4.04K ﹤0.01%
110
11 12
13
14 15