RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.46%
14,028
+4,116
52
$1.09M 0.45%
+2,688
53
$1.08M 0.44%
33,659
-6,429
54
$1.07M 0.44%
10,733
+1,821
55
$1.07M 0.44%
1,775
-69
56
$1.05M 0.43%
2,523
+1,975
57
$988K 0.41%
5,454
-1,239
58
$981K 0.4%
4,735
+150
59
$923K 0.38%
5,038
+142
60
$869K 0.36%
2,388
-41
61
$868K 0.36%
824
+31
62
$852K 0.35%
7,900
-504
63
$843K 0.35%
2,675
+884
64
$809K 0.33%
4,867
-88
65
$788K 0.32%
2,592
+185
66
$777K 0.32%
+22,682
67
$776K 0.32%
608
+50
68
$774K 0.32%
5,294
-549
69
$766K 0.31%
8,374
+5,921
70
$745K 0.31%
14,789
+1,744
71
$741K 0.3%
947
-167
72
$726K 0.3%
1,452
-350
73
$708K 0.29%
2,875
+135
74
$708K 0.29%
8,105
+3,605
75
$707K 0.29%
15,980
-6,750
1 2
3
4 5