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
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,373
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$4.39M
3
+$3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.43M
5
MSFT icon
Microsoft
MSFT
+$2.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.08%
2 Consumer Discretionary 11.07%
3 Healthcare 8.56%
4 Financials 8.28%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$68K 0.03%
+2,810
477
$68K 0.03%
+1,234
478
$68K 0.03%
+850
479
$67K 0.03%
+5,454
480
$67K 0.03%
+222
481
$67K 0.03%
+3,860
482
$67K 0.03%
+2,252
483
$67K 0.03%
+300
484
$66K 0.03%
+1,545
485
$66K 0.03%
+3,400
486
$65K 0.03%
+507
487
$65K 0.03%
+351
488
$65K 0.03%
+2,033
489
$65K 0.03%
+4,653
490
$64K 0.03%
+614
491
$64K 0.03%
+1,275
492
$64K 0.03%
+1,248
493
$64K 0.03%
+335
494
$64K 0.03%
+4,042
495
$63K 0.03%
+6,300
496
$63K 0.03%
+1,765
497
$63K 0.03%
+2,907
498
$62K 0.03%
+257
499
$62K 0.03%
+850
500
$62K 0.03%
+2,201
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