RIA
Realta Investment Advisors Portfolio holdings
AUM
$304M
1-Year Est. Return
34.55%
This Fund
S&P 500
1 Year Est. Return
+34.55%
AUM
$304M
AUM Growth
+$5.4M
(+1.8%)
Holding
377
Top Buys
| 1 | +$1.05M | |
| 2 | +$1.03M | |
| 3 | +$982K | |
| 4 |
KLA
KLAC
|
+$979K |
| 5 |
Deere & Co
DE
|
+$965K |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.34M | |
| 3 | +$1.32M | |
| 4 |
Oracle
ORCL
|
+$1.03M |
| 5 |
Willis Towers Watson
WTW
|
+$947K |
Sector Composition
| 1 | Technology | 27.86% |
| 2 | Consumer Discretionary | 7.43% |
| 3 | Communication Services | 6.3% |
| 4 | Financials | 6.13% |
| 5 | Materials | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
State Street SPDR S&P Health Care Equipment ETF
XHE
$143M
| – | – |
-200
|
|
||
|
NBIS
377
Nebius Group N.V.
NBIS
$23.6B
| – | – |
-2,049
|
|