RIA

Realta Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 40.39%
This Quarter Est. Return
1 Year Est. Return
+40.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.44M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.42M

Top Sells

1
+$5.99M
2
+$3.15M
3
+$1.93M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.67M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.63M

Sector Composition

1 Technology 19.39%
2 Financials 9.7%
3 Consumer Discretionary 9.41%
4 Communication Services 6.67%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$252K 0.06%
4,687
+125
352
$252K 0.06%
19,322
-1,130
353
$252K 0.06%
22,133
+8,525
354
$251K 0.06%
18,614
+3,010
355
$251K 0.06%
1,761
-71
356
$248K 0.06%
+351
357
$246K 0.06%
5,796
-97
358
$244K 0.06%
6,806
-385
359
$243K 0.05%
424
-31
360
$243K 0.05%
15,303
-1,796
361
$243K 0.05%
14,130
+2,937
362
$242K 0.05%
20,502
-8,280
363
$241K 0.05%
1,467
+216
364
$241K 0.05%
6,711
-746
365
$241K 0.05%
2,283
-253
366
$239K 0.05%
3,685
-558
367
$239K 0.05%
+1,724
368
$239K 0.05%
8,806
-3,622
369
$238K 0.05%
1,022
-8
370
$237K 0.05%
27,341
+2,069
371
$237K 0.05%
5,398
-1,111
372
$234K 0.05%
1,739
-192
373
$234K 0.05%
2,647
-787
374
$233K 0.05%
28,127
375
$232K 0.05%
+566
13 14
15
16 17