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
301
$4.42K ﹤0.01%
+76
302
$3.83K ﹤0.01%
+53
303
$3.8K ﹤0.01%
83
304
$3.62K ﹤0.01%
22
305
$3.56K ﹤0.01%
+88
306
$3.4K ﹤0.01%
34
-179
307
$3.26K ﹤0.01%
+200
308
$3.05K ﹤0.01%
122
309
$2.72K ﹤0.01%
+22
310
$1.83K ﹤0.01%
+18
311
$1.74K ﹤0.01%
+27
312
$1.74K ﹤0.01%
+34
313
$1.66K ﹤0.01%
+29
314
$1.64K ﹤0.01%
+28
315
$1.63K ﹤0.01%
+22
316
$1.61K ﹤0.01%
+19
317
$1.54K ﹤0.01%
+46
318
$1.45K ﹤0.01%
+12
319
$1.03K ﹤0.01%
18
320
$522 ﹤0.01%
10
321
$518 ﹤0.01%
3
322
$488 ﹤0.01%
11
323
$426 ﹤0.01%
4
324
$294 ﹤0.01%
4
325
$286 ﹤0.01%
3
11 12
13
14 15