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
$366M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$605K
3
+$594K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$545K
5
WORK
Slack Technologies, Inc.
WORK
+$534K

Top Sells

1
+$8.85M
2
+$7.9M
3
+$2.38M
4
AMP icon
Ameriprise Financial
AMP
+$2.28M
5
CELG
Celgene Corp
CELG
+$729K

Sector Composition

1 Technology 12.54%
2 Consumer Discretionary 9.25%
3 Financials 7.08%
4 Healthcare 6.97%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$33K 0.01%
510
777
$33K 0.01%
550
-337
778
$33K 0.01%
900
779
$33K 0.01%
405
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780
$33K 0.01%
480
781
$33K 0.01%
630
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782
$32K 0.01%
1,265
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$32K 0.01%
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784
$32K 0.01%
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785
$32K 0.01%
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786
$32K 0.01%
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787
$32K 0.01%
300
788
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789
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$32K 0.01%
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$31K 0.01%
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$31K 0.01%
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$31K 0.01%
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799
$31K 0.01%
2,619
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800
$31K 0.01%
+1,700
30 31
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