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
676
$29K 0.01%
+3,022
677
$29K 0.01%
+263
678
$29K 0.01%
+708
679
$28K 0.01%
+951
680
$28K 0.01%
+1,224
681
$28K 0.01%
+1,600
682
$28K 0.01%
+1,027
683
$28K 0.01%
+469
684
$28K 0.01%
+203
685
$28K 0.01%
+1,190
686
$27K 0.01%
+1,300
687
$27K 0.01%
+1,300
688
$27K 0.01%
+561
689
$27K 0.01%
+4,500
690
$27K 0.01%
+260
691
$27K 0.01%
+1,090
692
$27K 0.01%
+172
693
$27K 0.01%
+1,000
694
$26K 0.01%
+330
695
$26K 0.01%
+120
696
$26K 0.01%
+432
697
$26K 0.01%
+300
698
$26K 0.01%
+501
699
$26K 0.01%
+2,260
700
$25K 0.01%
+1,135
26 27
28
29 30