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
26
$2.13M 0.87%
7,253
+845
27
$2.08M 0.85%
20,762
+464
28
$2.08M 0.85%
21,241
+229
29
$2.03M 0.83%
2,300
-7
30
$1.93M 0.79%
55,113
+7,732
31
$1.85M 0.76%
3,405
+2,823
32
$1.81M 0.74%
6,684
+2,598
33
$1.8M 0.74%
3,044
+721
34
$1.71M 0.7%
15,529
+1,981
35
$1.7M 0.7%
7,542
+673
36
$1.63M 0.67%
18,520
-1,227
37
$1.58M 0.65%
7,053
+62
38
$1.58M 0.65%
11,378
-4,164
39
$1.56M 0.64%
7,969
+5,430
40
$1.56M 0.64%
19,069
+1,880
41
$1.44M 0.59%
+40,424
42
$1.42M 0.58%
5,823
-1,105
43
$1.41M 0.58%
9,517
-255
44
$1.36M 0.56%
19,564
+19,172
45
$1.3M 0.53%
18,496
-1,398
46
$1.27M 0.52%
13,166
-6,322
47
$1.26M 0.52%
10,967
+399
48
$1.22M 0.5%
15,000
49
$1.18M 0.48%
2,200
+81
50
$1.12M 0.46%
3,705
+99
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