RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$924K
3
+$895K
4
COST icon
Costco
COST
+$810K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$792K

Top Sells

1
+$723K
2
+$673K
3
+$633K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$511K
5
AMZN icon
Amazon
AMZN
+$473K

Sector Composition

1 Technology 13.78%
2 Financials 8.7%
3 Consumer Staples 7.08%
4 Consumer Discretionary 7.07%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3.87K ﹤0.01%
85
777
$3.66K ﹤0.01%
79
778
$3.61K ﹤0.01%
240
779
$3.58K ﹤0.01%
+41
780
$3.57K ﹤0.01%
71
+1
781
$3.56K ﹤0.01%
234
782
$3.56K ﹤0.01%
+3
783
$3.53K ﹤0.01%
146
784
$3.44K ﹤0.01%
62
785
$3.4K ﹤0.01%
83
786
$3.37K ﹤0.01%
111
787
$3.3K ﹤0.01%
34
788
$3.28K ﹤0.01%
55
789
$3.26K ﹤0.01%
121
790
$3.2K ﹤0.01%
60
791
$3.17K ﹤0.01%
+163
792
$3.15K ﹤0.01%
150
793
$3.15K ﹤0.01%
40
794
$2.97K ﹤0.01%
122
+2
795
$2.93K ﹤0.01%
250
796
$2.91K ﹤0.01%
101
-302
797
$2.87K ﹤0.01%
100
798
$2.82K ﹤0.01%
+26
799
$2.75K ﹤0.01%
55
800
$2.67K ﹤0.01%
105
30 31
32
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