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
551
$49K 0.02%
+996
552
$49K 0.02%
+6,251
553
$49K 0.02%
+1,415
554
$49K 0.02%
+1,182
555
$48K 0.02%
+193
556
$48K 0.02%
+2,995
557
$48K 0.02%
+1,152
558
$47K 0.02%
+582
559
$47K 0.02%
+845
560
$47K 0.02%
+259
561
$47K 0.02%
+2,300
562
$47K 0.02%
+800
563
$46K 0.02%
+5,265
564
$46K 0.02%
+3,292
565
$46K 0.02%
+4,430
566
$45K 0.02%
+1,717
567
$45K 0.02%
+1,566
568
$45K 0.02%
+740
569
$45K 0.02%
+2,000
570
$45K 0.02%
+669
571
$45K 0.02%
+509
572
$44K 0.02%
+798
573
$44K 0.02%
+2,575
574
$43K 0.02%
+256
575
$43K 0.02%
+1,107
21 22
23
24 25