RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
1-Year Return
29.17%
This Quarter Return
+10.02%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$411M
AUM Growth
+$1.91M
(+0.47%)
Cap. Flow
-$27M
Cap. Flow
% of AUM
-6.58%
Top 10 Holdings %
Top 10 Hldgs %
25.57%
Holding
865
New
22
Increased
145
Reduced
229
Closed
441
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$4.39M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$2.76M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.36M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.03M |
| 5 |
Albemarle
ALB
|
+$1.69M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$3.17M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$2.52M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.81M |
| 4 |
Apple
AAPL
|
+$1.19M |
| 5 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
+$1.09M |
Sector Composition
| 1 | Technology | 16.93% |
| 2 | Financials | 8.99% |
| 3 | Consumer Discretionary | 7.8% |
| 4 | Communication Services | 6.64% |
| 5 | Consumer Staples | 6.5% |
