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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
$304M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.21M
3
+$1.14M
4
DIS icon
Walt Disney
DIS
+$1.07M
5
DOG
ProShares Short Dow30
DOG
+$1.06M

Top Sells

1
+$3.83M
2
+$903K
3
+$707K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$588K
5
DBP icon
Invesco DB Precious Metals Fund
DBP
+$556K

Sector Composition

1 Technology 14.81%
2 Consumer Discretionary 12.32%
3 Healthcare 8.35%
4 Communication Services 7.23%
5 Financials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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353
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-24,500
354
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-8,325
355
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-19,003
356
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-1,855
357
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-1,722
358
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-11,347
359
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-20,618
360
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-9,852
361
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362
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363
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-167,400
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