RIA

Realta Investment Advisors Portfolio holdings

AUM $304M
1-Year Est. Return 34.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$1.03M
3 +$982K
4
KLAC icon
KLA
KLAC
+$979K
5
DE icon
Deere & Co
DE
+$965K

Top Sells

1 +$2.09M
2 +$1.34M
3 +$1.32M
4
ORCL icon
Oracle
ORCL
+$1.03M
5
WTW icon
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
XXRP
376
Teucrium 2x Long Daily XRP ETF
XXRP
$126M
-200
BMNR
377
BitMine Immersion Technologies
BMNR
$11.7B
-25,457