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
$435M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 9.22%
3 Consumer Discretionary 8.27%
4 Communication Services 6.27%
5 Consumer Staples 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$38.9K 0.01%
948
552
$38.1K 0.01%
2,868
553
$37.4K 0.01%
2,172
554
$37K 0.01%
1,182
555
$36.9K 0.01%
2,265
556
$36.5K 0.01%
2,900
557
$35K 0.01%
1,313
558
$34.8K 0.01%
1,223
559
$34.6K 0.01%
623
560
$34K 0.01%
486
-250
561
$33.9K 0.01%
950
562
$33.8K 0.01%
400
563
$32.8K 0.01%
1,250
564
$32.2K 0.01%
1,230
565
$31.4K 0.01%
760
566
$31.3K 0.01%
703
567
$31.1K 0.01%
815
568
$30.5K 0.01%
520
-35
569
$29.9K 0.01%
340
570
$29.6K 0.01%
662
571
$29K 0.01%
628
572
$28.7K 0.01%
961
573
$28.5K 0.01%
198
574
$28.5K 0.01%
888
575
$28.5K 0.01%
970