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
401
$211K 0.05%
+5,822
402
$211K 0.05%
5,690
-2,098
403
$210K 0.05%
+476
404
$208K 0.05%
11,720
-328
405
$208K 0.05%
+5,709
406
$206K 0.05%
+2,766
407
$205K 0.05%
4,950
-206
408
$204K 0.05%
4,632
+1,412
409
$202K 0.05%
+662
410
$200K 0.05%
3,420
+217
411
$200K 0.05%
+1,982
412
$198K 0.04%
19,175
413
$193K 0.04%
16,613
414
$179K 0.04%
15,218
415
$178K 0.04%
+24,650
416
$164K 0.04%
14,327
-1,697
417
$152K 0.03%
13,652
418
$150K 0.03%
21,000
-1,021
419
$148K 0.03%
7,295
-163
420
$145K 0.03%
14,414
+2,519
421
$136K 0.03%
13,550
422
$136K 0.03%
15,091
-2,552
423
$135K 0.03%
+10,208
424
$132K 0.03%
+19,468
425
$126K 0.03%
12,461
15 16
17
18 19