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
$485M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
822
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.15M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$919K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$857K

Top Sells

1
+$9.74M
2
+$7.28M
3
+$1.83M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.26M
5
NEM icon
Newmont
NEM
+$1.21M

Sector Composition

1 Technology 17.43%
2 Financials 9.87%
3 Consumer Discretionary 9.39%
4 Communication Services 6.81%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$54.2K 0.01%
+718
552
$52.5K 0.01%
+448
553
$51.6K 0.01%
+660
554
$50.4K 0.01%
+935
555
$50.2K 0.01%
+998
556
$49.3K 0.01%
+353
557
$48.8K 0.01%
+974
558
$48.7K 0.01%
4,240
+3,240
559
$48.1K 0.01%
+1,461
560
$47.9K 0.01%
1,620
561
$47.6K 0.01%
+1,050
562
$47.2K 0.01%
+1,682
563
$47.2K 0.01%
+1,267
564
$46.9K 0.01%
+1,205
565
$46.3K 0.01%
+354
566
$45.3K 0.01%
+1,115
567
$44.5K 0.01%
+2,200
568
$44.5K 0.01%
+2,184
569
$44.4K 0.01%
+980
570
$44.3K 0.01%
11,480
-350
571
$44K 0.01%
+1,194
572
$43.9K 0.01%
+592
573
$42.7K 0.01%
+700
574
$42.3K 0.01%
+1,220
575
$41.7K 0.01%
+3,455
21 22
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