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
676
$50K 0.01%
2,061
-999
677
$49K 0.01%
3,412
+693
678
$49K 0.01%
200
679
$49K 0.01%
830
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680
$49K 0.01%
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681
$49K 0.01%
330
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682
$49K 0.01%
751
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683
$49K 0.01%
479
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684
$48K 0.01%
545
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685
$48K 0.01%
3,060
+1,356
686
$48K 0.01%
3,628
+230
687
$48K 0.01%
1,820
-43
688
$48K 0.01%
1,470
-1,421
689
$48K 0.01%
2,470
-4,800
690
$47K 0.01%
1,700
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691
$47K 0.01%
500
692
$47K 0.01%
531
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695
$47K 0.01%
366
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697
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526
698
$47K 0.01%
169
699
$46K 0.01%
822
700
$46K 0.01%
1,583
+3
26 27
28
29 30