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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$161K 0.04%
882
-99
377
$160K 0.04%
2,406
+62
378
$160K 0.04%
3,924
+5
379
$159K 0.04%
3,152
-400
380
$159K 0.04%
662
381
$159K 0.04%
2,783
-518
382
$158K 0.04%
16,340
-32,970
383
$157K 0.04%
1,235
384
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3,662
385
$156K 0.04%
1,037
+26
386
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5,538
+1,845
387
$155K 0.04%
7,800
-2,665
388
$155K 0.04%
11,527
389
$154K 0.04%
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390
$153K 0.04%
5,176
-916
391
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393
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394
$152K 0.04%
2,518
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395
$152K 0.04%
3,296
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396
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3,043
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397
$151K 0.04%
914
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398
$150K 0.04%
3,997
+2,620
399
$150K 0.04%
2,671
-85
400
$149K 0.04%
878
-476
14 15
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