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
576
$43K 0.02%
+2,680
577
$43K 0.02%
+1,514
578
$43K 0.02%
+746
579
$43K 0.02%
+355
580
$43K 0.02%
+792
581
$43K 0.02%
+550
582
$43K 0.02%
+900
583
$42K 0.02%
+3,217
584
$42K 0.02%
+1,100
585
$42K 0.02%
+533
586
$42K 0.02%
+500
587
$42K 0.02%
+983
588
$42K 0.02%
+5,068
589
$42K 0.02%
+867
590
$42K 0.02%
+386
591
$42K 0.02%
+890
592
$42K 0.02%
+1,401
593
$41K 0.02%
+786
594
$41K 0.02%
+1,935
595
$41K 0.02%
+2,365
596
$41K 0.02%
+798
597
$41K 0.02%
+832
598
$40K 0.02%
+3,900
599
$40K 0.02%
+800
600
$40K 0.02%
+560
22 23
24
25 26