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
$219M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$951K
3 +$856K
4
ABT icon
Abbott
ABT
+$777K
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$774K

Top Sells

1 +$1.14M
2 +$868K
3 +$815K
4
TDG icon
TransDigm Group
TDG
+$776K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$712K

Sector Composition

1 Technology 26.88%
2 Financials 7.39%
3 Consumer Discretionary 6.63%
4 Communication Services 5.85%
5 Materials 3.61%