RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
This Quarter Return
-4.44%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(-10%)
Cap. Flow
-$5.56M
Cap. Flow
% of AUM
-2.53%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
375
New
35
Increased
117
Reduced
113
Closed
55
Top Buys
| 1 |
OXLC
Oxford Lane Capital
OXLC
|
$1.04M |
| 2 |
Palantir
PLTR
|
$951K |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$856K |
| 4 |
Abbott
ABT
|
$777K |
| 5 |
ProShares Bitcoin Strategy ETF
BITO
|
$774K |
Top Sells
| 1 |
Apple
AAPL
|
$1.14M |
| 2 |
W.W. Grainger
GWW
|
$868K |
| 3 |
Amazon
AMZN
|
$815K |
| 4 |
TransDigm Group
TDG
|
$776K |
| 5 |
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% |
