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
651
$33K 0.02%
+243
652
$33K 0.02%
+685
653
$33K 0.02%
+7,550
654
$32K 0.01%
+685
655
$32K 0.01%
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656
$32K 0.01%
+1,093
657
$32K 0.01%
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658
$32K 0.01%
+847
659
$32K 0.01%
+283
660
$32K 0.01%
+270
661
$32K 0.01%
+637
662
$32K 0.01%
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663
$32K 0.01%
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664
$31K 0.01%
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665
$31K 0.01%
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666
$31K 0.01%
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667
$31K 0.01%
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668
$31K 0.01%
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$31K 0.01%
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$30K 0.01%
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$30K 0.01%
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$30K 0.01%
+268
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$30K 0.01%
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675
$29K 0.01%
+808
25 26
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