RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-3,124
377
– –
-13,821
378
– –
-290
379
– –
-1,000
380
– –
-1,519
381
– –
-139
382
– –
-100
383
– –
-343
384
– –
-1,015
385
– –
-100
386
– –
-1,300
387
– –
-60
388
– –
-400
389
– –
-30
390
– –
-5
391
– –
-33
392
– –
-250
393
– –
-5,356
394
– –
-50
395
– –
-3,871
396
– –
-9,322
397
– –
-16
398
– –
-226
399
– –
-100
400
– –
-1,079
14 15
16
17 18