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
601
$65K 0.02%
1,825
-230
602
$65K 0.02%
1,532
-335
603
$65K 0.02%
608
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604
$65K 0.02%
265
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605
$65K 0.02%
768
-139
606
$65K 0.02%
1,062
607
$65K 0.02%
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608
$64K 0.02%
11,590
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609
$64K 0.02%
3,230
-150
610
$64K 0.02%
+1,000
611
$63K 0.02%
620
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612
$63K 0.02%
215
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613
$63K 0.02%
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614
$63K 0.02%
300
615
$63K 0.02%
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616
$62K 0.02%
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$62K 0.02%
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$62K 0.02%
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$61K 0.02%
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620
$61K 0.02%
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$61K 0.02%
1,024
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622
$61K 0.02%
3,002
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623
$60K 0.02%
582
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624
$60K 0.02%
2,509
-201
625
$60K 0.02%
1,796
+12
23 24
25
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