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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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$5.63M
3
+$2.03M
4
AFI
Armstrong Flooring, Inc.
AFI
+$858K
5
CSL icon
Carlisle Companies
CSL
+$556K

Top Sells

1
+$1.76M
2
+$1.19M
3
+$938K
4
PEG icon
Public Service Enterprise Group
PEG
+$791K
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$677K

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
776
$34K 0.01%
855
-102
777
$33K 0.01%
150
778
$33K 0.01%
1,100
779
$33K 0.01%
825
+400
780
$33K 0.01%
1,090
781
$33K 0.01%
380
782
$33K 0.01%
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783
$32K 0.01%
807
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784
$32K 0.01%
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785
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786
$32K 0.01%
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787
$32K 0.01%
434
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$32K 0.01%
898
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789
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$32K 0.01%
1,064
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791
$31K 0.01%
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792
$31K 0.01%
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$31K 0.01%
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$30K 0.01%
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799
$30K 0.01%
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800
$30K 0.01%
538
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30 31
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33 34