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
726
$41K 0.01%
2,365
727
$41K 0.01%
1,217
+600
728
$40K 0.01%
778
-75
729
$40K 0.01%
+1,250
730
$40K 0.01%
510
731
$39K 0.01%
1,116
+4
732
$39K 0.01%
4,248
+453
733
$39K 0.01%
958
-10,800
734
$39K 0.01%
+180
735
$39K 0.01%
3,200
736
$39K 0.01%
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737
$39K 0.01%
2,130
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738
$39K 0.01%
1,030
-3,587
739
$38K 0.01%
331
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$38K 0.01%
666
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741
$38K 0.01%
1,022
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742
$38K 0.01%
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744
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745
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669
746
$38K 0.01%
2,100
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747
$37K 0.01%
385
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748
$37K 0.01%
492
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749
$37K 0.01%
479
+14
750
$37K 0.01%
504
+300
28 29
30
31 32