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
$485M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.15M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$919K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$857K

Top Sells

1
+$9.74M
2
+$7.28M
3
+$1.83M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.26M
5
NEM icon
Newmont
NEM
+$1.21M

Sector Composition

1 Technology 17.43%
2 Financials 9.87%
3 Consumer Discretionary 9.39%
4 Communication Services 6.81%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$204K 0.04%
5,312
-1,494
402
$204K 0.04%
+1,188
403
$202K 0.04%
563
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404
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405
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406
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407
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408
$198K 0.04%
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409
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-1,689
410
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411
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24,301
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412
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413
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23,650
-1,000
414
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415
$181K 0.04%
15,218
416
$179K 0.04%
4,587
-2,849
417
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418
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419
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+4,030
420
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+1,880
421
$171K 0.04%
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422
$170K 0.04%
+6,742
423
$169K 0.03%
+2,927
424
$166K 0.03%
+5,638
425
$166K 0.03%
14,020
-307
15 16
17
18 19