RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$1,000K
2 +$924K
3 +$895K
4
COST icon
Costco
COST
+$810K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$792K

Top Sells

1 +$723K
2 +$673K
3 +$633K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$511K
5
AMZN icon
Amazon
AMZN
+$473K

Sector Composition

1 Technology 13.78%
2 Financials 8.7%
3 Consumer Staples 7.08%
4 Consumer Discretionary 7.07%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$23.4K 0.01%
1,000
627
$23.4K 0.01%
450
628
$22.8K 0.01%
134
+105
629
$22.7K 0.01%
700
630
$22.3K 0.01%
320
631
$22.1K 0.01%
492
+11
632
$22K 0.01%
1,200
633
$21.6K 0.01%
438
+2
634
$21.6K 0.01%
200
+100
635
$21.3K 0.01%
+600
636
$20.4K 0.01%
+700
637
$20.4K 0.01%
703
+1
638
$20.3K 0.01%
+669
639
$19.9K ﹤0.01%
+700
640
$19.8K ﹤0.01%
900
641
$19.6K ﹤0.01%
+970
642
$19.6K ﹤0.01%
480
+180
643
$19.4K ﹤0.01%
543
-101
644
$19.3K ﹤0.01%
580
645
$18.9K ﹤0.01%
471
+9
646
$18.9K ﹤0.01%
1,181
-500
647
$18.6K ﹤0.01%
1,217
+16
648
$18.2K ﹤0.01%
400
649
$17.9K ﹤0.01%
1,019
650
$17.8K ﹤0.01%
377