RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
1-Year Return
29.17%
This Quarter Return
+14.59%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$220M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
12.99%
Holding
1,373
New
1,370
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$6.81M |
| 2 |
Amazon
AMZN
|
+$4.39M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$2.43M |
| 5 |
Microsoft
MSFT
|
+$2.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.08% |
| 2 | Consumer Discretionary | 11.07% |
| 3 | Healthcare | 8.56% |
| 4 | Financials | 8.28% |
| 5 | Industrials | 7.37% |
