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
851
$13K 0.01%
+2,398
852
$13K 0.01%
+200
853
$13K 0.01%
+540
854
$13K 0.01%
+144
855
$13K 0.01%
+1,083
856
$13K 0.01%
+1,000
857
$13K 0.01%
+47
858
$13K 0.01%
+1,350
859
$13K 0.01%
+243
860
$13K 0.01%
+113
861
$13K 0.01%
+500
862
$13K 0.01%
+1,200
863
$13K 0.01%
+603
864
$13K 0.01%
+505
865
$13K 0.01%
+100
866
$13K 0.01%
+321
867
$12K 0.01%
+347
868
$12K 0.01%
+205
869
$12K 0.01%
+439
870
$12K 0.01%
+458
871
$12K 0.01%
+227
872
$12K 0.01%
+1,702
873
$12K 0.01%
+305
874
$12K 0.01%
+425
875
$12K 0.01%
+151
33 34
35
36 37