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
551
$80K 0.02%
1,088
-404
552
$80K 0.02%
796
553
$80K 0.02%
4,402
-375
554
$80K 0.02%
1,189
+3
555
$80K 0.02%
650
-12
556
$79K 0.02%
1,468
+1
557
$78K 0.02%
261
+1
558
$78K 0.02%
438
+306
559
$77K 0.02%
2,395
+5
560
$77K 0.02%
4,403
+251
561
$77K 0.02%
2,657
-613
562
$76K 0.02%
513
563
$76K 0.02%
603
-64
564
$75K 0.02%
1,356
+204
565
$75K 0.02%
800
566
$74K 0.02%
+1,628
567
$74K 0.02%
3,471
568
$73K 0.02%
+1,384
569
$73K 0.02%
1,300
-40
570
$73K 0.02%
+2,940
571
$73K 0.02%
1,233
+955
572
$73K 0.02%
3,988
573
$73K 0.02%
16,247
-3,500
574
$73K 0.02%
658
-154
575
$72K 0.02%
+6,386
21 22
23
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