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
$409M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$924K
3
+$895K
4
COST icon
Costco
COST
+$810K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$792K

Top Sells

1
+$723K
2
+$673K
3
+$633K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$511K
5
AMZN icon
Amazon
AMZN
+$473K

Sector Composition

1 Technology 13.78%
2 Financials 8.7%
3 Consumer Staples 7.08%
4 Consumer Discretionary 7.07%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$99.3K 0.02%
1,037
-50
477
$98.9K 0.02%
2,510
+2
478
$98.4K 0.02%
1,975
-339
479
$98K 0.02%
12,000
480
$97.9K 0.02%
464
+74
481
$97K 0.02%
4,500
+300
482
$96K 0.02%
2,010
+226
483
$95.3K 0.02%
+782
484
$95.2K 0.02%
16,463
+1,216
485
$95.1K 0.02%
6,747
-244
486
$94.2K 0.02%
4,500
487
$94.2K 0.02%
2,033
-500
488
$93.2K 0.02%
+1,098
489
$92.6K 0.02%
+13,620
490
$91.3K 0.02%
5,461
+9
491
$90.4K 0.02%
26,664
+3,000
492
$90.3K 0.02%
1,052
+166
493
$89.2K 0.02%
10,562
494
$88.6K 0.02%
10,622
-43
495
$88.2K 0.02%
732
+1
496
$87.8K 0.02%
5,143
497
$86.4K 0.02%
3,182
498
$86.4K 0.02%
1,010
+1
499
$85.7K 0.02%
2,869
-1,570
500
$84.8K 0.02%
12,125
18 19
20
21 22