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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$101K 0.03%
1,026
-70
502
$101K 0.03%
1,252
-56
503
$99K 0.03%
1,546
+1
504
$99K 0.03%
+1,485
505
$98K 0.03%
4,912
-1,492
506
$97K 0.03%
3,992
+3,592
507
$97K 0.03%
3,496
+100
508
$97K 0.03%
6,242
509
$97K 0.03%
1,740
-835
510
$97K 0.03%
3,135
+135
511
$96K 0.03%
4,750
512
$96K 0.03%
500
+25
513
$96K 0.03%
1,756
+160
514
$96K 0.03%
4,008
-740
515
$95K 0.03%
3,056
+37
516
$95K 0.03%
1,219
517
$94K 0.03%
2,511
-451
518
$93K 0.03%
7,904
+2,193
519
$92K 0.03%
1,635
+821
520
$92K 0.03%
1,087
521
$92K 0.03%
5,423
-254
522
$91K 0.02%
2,110
-102
523
$90K 0.02%
2,445
524
$90K 0.02%
1,015
+1
525
$89K 0.02%
557
+4
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