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
776
$18K 0.01%
+302
777
$18K 0.01%
+685
778
$18K 0.01%
+380
779
$18K 0.01%
+357
780
$18K 0.01%
+520
781
$18K 0.01%
+309
782
$18K 0.01%
+2,400
783
$18K 0.01%
+150
784
$18K 0.01%
+207
785
$18K 0.01%
+607
786
$18K 0.01%
+218
787
$18K 0.01%
+400
788
$18K 0.01%
+688
789
$18K 0.01%
+185
790
$18K 0.01%
+1,358
791
$17K 0.01%
+330
792
$17K 0.01%
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793
$17K 0.01%
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794
$17K 0.01%
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795
$17K 0.01%
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796
$17K 0.01%
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797
$17K 0.01%
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798
$17K 0.01%
+295
799
$17K 0.01%
+1,097
800
$17K 0.01%
+1,500
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