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
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.57K ﹤0.01%
150
302
$9.29K ﹤0.01%
+59
303
$8.1K ﹤0.01%
78
304
$7.9K ﹤0.01%
100
305
$6.85K ﹤0.01%
130
+2
306
$6.55K ﹤0.01%
+75
307
$6.23K ﹤0.01%
101
308
$6.04K ﹤0.01%
181
-608
309
$5.92K ﹤0.01%
100
+60
310
$5.6K ﹤0.01%
51
311
$5.57K ﹤0.01%
91
-271
312
$5.39K ﹤0.01%
168
-471
313
$4.58K ﹤0.01%
+68
314
$4.21K ﹤0.01%
+100
315
$4.02K ﹤0.01%
+70
316
$3.58K ﹤0.01%
+83
317
$3.42K ﹤0.01%
62
-420
318
$3.16K ﹤0.01%
34
319
$3.12K ﹤0.01%
22
320
$2.96K ﹤0.01%
45
321
$2.94K ﹤0.01%
+150
322
$2.93K ﹤0.01%
57
-390
323
$2.88K ﹤0.01%
+50
324
$2.69K ﹤0.01%
+70
325
$2.42K ﹤0.01%
125
11 12
13
14 15