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
751
$21K 0.01%
+821
752
$20K 0.01%
+888
753
$20K 0.01%
+1,000
754
$20K 0.01%
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756
$20K 0.01%
+500
757
$20K 0.01%
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758
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+826
759
$20K 0.01%
+243
760
$20K 0.01%
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761
$20K 0.01%
+300
762
$20K 0.01%
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763
$20K 0.01%
+1,873
764
$20K 0.01%
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765
$19K 0.01%
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766
$19K 0.01%
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767
$19K 0.01%
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768
$19K 0.01%
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769
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$19K 0.01%
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772
$19K 0.01%
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773
$19K 0.01%
+400
774
$18K 0.01%
+200
775
$18K 0.01%
+340
29 30
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