We are live on ! Find out more
RIA

Realta Investment Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 38.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$892K
3
+$707K
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$547K
5
USRT icon
iShares Core US REIT ETF
USRT
+$544K

Top Sells

1
+$16.3M
2
+$9.82M
3
+$9.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.23M
5
META icon
Meta Platforms (Facebook)
META
+$6.47M

Sector Composition

1 Technology 27.05%
2 Consumer Discretionary 6.47%
3 Communication Services 6%
4 Financials 5.75%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-500
652
– –
-805
653
– –
-9,106
654
– –
-15
655
– –
-2,369
656
– –
-5,386
657
– –
-15,112
658
– –
-3,896
659
– –
-6,155
660
– –
-55
661
– –
-7,336
662
– –
-8,397
663
– –
-113
664
– –
-12,425
665
– –
-163
666
– –
-341
667
– –
-4,569
668
– –
-6,449
669
– –
-5,640
670
– –
-2,159
671
– –
-2,229
672
– –
-2,018
673
– –
-16,195
674
– –
-250
675
– –
-160
25 26
27
28 29