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
651
$54K 0.01%
+1,200
652
$54K 0.01%
1,670
-900
653
$54K 0.01%
2,987
+2,263
654
$54K 0.01%
2,352
+1
655
$54K 0.01%
340
656
$53K 0.01%
887
-1,575
657
$53K 0.01%
+300
658
$53K 0.01%
1,330
+10
659
$53K 0.01%
756
660
$53K 0.01%
746
661
$53K 0.01%
878
+278
662
$52K 0.01%
149
-14
663
$52K 0.01%
475
664
$52K 0.01%
1,615
665
$52K 0.01%
3,900
666
$51K 0.01%
1,165
-550
667
$51K 0.01%
1,250
-1,450
668
$51K 0.01%
+3,400
669
$51K 0.01%
+1,795
670
$50K 0.01%
1,629
-75
671
$50K 0.01%
+3,000
672
$50K 0.01%
450
+200
673
$50K 0.01%
1,755
-124
674
$50K 0.01%
5,391
+73
675
$50K 0.01%
3,477
25 26
27
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