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
626
$60K 0.02%
1,189
627
$60K 0.02%
5,785
628
$60K 0.02%
1,855
+1,679
629
$60K 0.02%
1,335
+539
630
$59K 0.02%
+4,163
631
$59K 0.02%
648
+257
632
$59K 0.02%
3,275
+2,829
633
$58K 0.02%
1,566
-675
634
$58K 0.02%
+800
635
$58K 0.02%
579
+529
636
$58K 0.02%
337
+111
637
$58K 0.02%
334
638
$57K 0.02%
10,739
639
$57K 0.02%
238
640
$57K 0.02%
2,850
641
$57K 0.02%
671
-3
642
$56K 0.02%
612
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643
$56K 0.02%
4,000
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644
$56K 0.02%
5,273
-9,686
645
$56K 0.02%
4,200
646
$55K 0.01%
1,129
647
$55K 0.01%
1,040
648
$55K 0.01%
6,218
+1,671
649
$54K 0.01%
+800
650
$54K 0.01%
2,931
+397
24 25
26
27 28