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
$443M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.44M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.42M

Top Sells

1
+$5.99M
2
+$3.15M
3
+$1.93M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.67M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.63M

Sector Composition

1 Technology 19.39%
2 Financials 9.7%
3 Consumer Discretionary 9.41%
4 Communication Services 6.67%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$231K 0.05%
+2,799
377
$230K 0.05%
1,099
-83
378
$230K 0.05%
4,465
+1
379
$230K 0.05%
767
-6
380
$229K 0.05%
884
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381
$227K 0.05%
+15,234
382
$226K 0.05%
1,647
-91
383
$224K 0.05%
8,436
-2,386
384
$224K 0.05%
+16,463
385
$221K 0.05%
553
-166
386
$218K 0.05%
797
-31
387
$218K 0.05%
18,494
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388
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9,334
-1,804
389
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+1,094
390
$217K 0.05%
889
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391
$216K 0.05%
3,156
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392
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393
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394
$214K 0.05%
18,068
+2,514
395
$213K 0.05%
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396
$212K 0.05%
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397
$212K 0.05%
463
398
$212K 0.05%
+562
399
$212K 0.05%
1,410
+72
400
$211K 0.05%
6,390
+4,340
14 15
16
17 18