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
$299M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.29M
3
+$1.2M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$1.02M
5
PLTR icon
Palantir
PLTR
+$1.02M

Top Sells

1
+$1.28M
2
+$940K
3
+$837K
4
MSTR icon
Strategy Inc
MSTR
+$780K
5
PGR icon
Progressive
PGR
+$718K

Sector Composition

1 Technology 31.14%
2 Consumer Discretionary 6.95%
3 Communication Services 6.43%
4 Financials 6.1%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.46%
7,076
+4,706
52
$1.35M 0.45%
31,488
+1,079
53
$1.34M 0.45%
5,439
+631
54
$1.32M 0.44%
2,823
-317
55
$1.32M 0.44%
+25,457
56
$1.27M 0.42%
+9,465
57
$1.25M 0.42%
15,588
-8,358
58
$1.21M 0.41%
3,448
+250
59
$1.18M 0.4%
5,803
+537
60
$1.16M 0.39%
4,798
+497
61
$1.14M 0.38%
13,042
-491
62
$1.14M 0.38%
11,327
+105
63
$1.1M 0.37%
5,277
-2,860
64
$1.1M 0.37%
12,030
-2,407
65
$1.1M 0.37%
13,047
66
$1.08M 0.36%
33,050
-1,300
67
$1.07M 0.36%
21,047
+3,315
68
$1.06M 0.36%
33,584
+95
69
$1.06M 0.35%
13,060
-1,136
70
$991K 0.33%
29,450
+7,610
71
$977K 0.33%
95,192
72
$947K 0.32%
+2,740
73
$935K 0.31%
2,739
-143
74
$932K 0.31%
2,250
+313
75
$912K 0.31%
+5,584
1 2
3
4 5