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
526
$88K 0.02%
5,120
527
$88K 0.02%
1,200
528
$88K 0.02%
+3,562
529
$88K 0.02%
3,939
+2,358
530
$88K 0.02%
6,723
-28,500
531
$87K 0.02%
1,995
-310
532
$87K 0.02%
4,994
-135
533
$87K 0.02%
525
534
$86K 0.02%
1,455
535
$86K 0.02%
4,000
536
$86K 0.02%
3,310
+400
537
$85K 0.02%
3,510
+700
538
$85K 0.02%
1,580
-329
539
$84K 0.02%
6,617
+6
540
$83K 0.02%
2,040
-1,338
541
$83K 0.02%
3,670
+235
542
$83K 0.02%
2,800
+2,400
543
$82K 0.02%
420
-252
544
$81K 0.02%
+4,050
545
$81K 0.02%
3,079
-565
546
$81K 0.02%
5,678
547
$81K 0.02%
305
+218
548
$81K 0.02%
542
+6
549
$81K 0.02%
1,643
550
$80K 0.02%
3,634
+2,164
20 21
22
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