RIA
Realta Investment Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
40.39%
1 Year Est. Return
+40.39%
AUM
$299M
AUM Growth
+$46M
(+18%)
Holding
360
Top Buys
| 1 | +$1.87M | |
| 2 | +$1.32M | |
| 3 | +$1.27M | |
| 4 |
Cloudflare
NET
|
+$1.27M |
| 5 |
Palantir
PLTR
|
+$1.15M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$940K | |
| 3 | +$837K | |
| 4 |
Progressive
PGR
|
+$718K |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$703K |
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 | |
|---|---|---|---|---|---|---|
351
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.14B
| – | – |
-260
|
|
||
352
Super Micro Computer
SMCI
$20.5B
| – | – |
-6,960
|
|
||
353
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
| – | – |
-70
|
|
||
354
S&P Global
SPGI
$150B
| – | – |
-1,784
|
|
||
355
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.53B
| – | – |
-500
|
|
||
356
Constellation Brands
STZ
$24B
| – | – |
-1,440
|
|
||
357
US Treasury 10 Year Note ETF
UTEN
$246M
| – | – |
-750
|
|
||
358
US Treasury 30 Year Bond ETF
UTHY
$25.5M
| – | – |
-255
|
|
||
359
US Treasury 20 Year Bond ETF
UTWY
$8.35M
| – | – |
-770
|
|
||
|
PRIV
360
SPDR SSGA IG Public & Private Credit ETF
PRIV
$106M
| – | – |
-8,009
|
|