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
576
$41.4K 0.01%
+280
577
$41.1K 0.01%
+700
578
$41K 0.01%
+805
579
$40.1K 0.01%
+571
580
$39.9K 0.01%
+742
581
$39.4K 0.01%
+1,000
582
$39.3K 0.01%
+193
583
$39K 0.01%
+1,500
584
$37.6K 0.01%
+462
585
$37.5K 0.01%
+617
586
$37K 0.01%
+1,061
587
$36.4K 0.01%
+2,610
588
$36K 0.01%
+425
589
$35.8K 0.01%
+1,131
590
$35.1K 0.01%
+492
591
$34.4K 0.01%
+965
592
$33.3K 0.01%
+759
593
$33.2K 0.01%
+304
594
$33.1K 0.01%
+304
595
$32.4K 0.01%
+1,159
596
$32K 0.01%
+700
597
$31.6K 0.01%
+479
598
$31.5K 0.01%
+661
599
$30.2K 0.01%
+950
600
$30.2K 0.01%
+2,265
22 23
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