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
701
$25K 0.01%
+321
702
$25K 0.01%
+250
703
$25K 0.01%
+500
704
$25K 0.01%
+1,243
705
$25K 0.01%
+384
706
$25K 0.01%
+538
707
$24K 0.01%
+208
708
$24K 0.01%
+612
709
$24K 0.01%
+339
710
$24K 0.01%
+826
711
$24K 0.01%
+485
712
$24K 0.01%
+1,305
713
$24K 0.01%
+476
714
$24K 0.01%
+466
715
$24K 0.01%
+279
716
$24K 0.01%
+2,000
717
$23K 0.01%
+1,500
718
$23K 0.01%
+1,550
719
$23K 0.01%
+1,793
720
$23K 0.01%
+1,000
721
$23K 0.01%
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722
$23K 0.01%
+575
723
$23K 0.01%
+488
724
$23K 0.01%
+3,100
725
$23K 0.01%
+153
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