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
326
$1.36K ﹤0.01%
30
327
$1.06K ﹤0.01%
12
328
$502 ﹤0.01%
10
329
$467 ﹤0.01%
11
-1,042
330
$405 ﹤0.01%
14
331
$389 ﹤0.01%
+8
332
$323 ﹤0.01%
+14
333
$269 ﹤0.01%
3
-81
334
$245 ﹤0.01%
+4
335
$151 ﹤0.01%
+3
336
$128 ﹤0.01%
5
-255
337
$115 ﹤0.01%
1
-3
338
$67 ﹤0.01%
3
339
$47 ﹤0.01%
1
340
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341
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343
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12 13
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