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

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

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
851
$25K 0.01%
230
852
$25K 0.01%
262
853
$25K 0.01%
+500
854
$25K 0.01%
671
855
$25K 0.01%
3,100
856
$25K 0.01%
1,305
-126
857
$25K 0.01%
867
858
$25K 0.01%
200
859
$25K 0.01%
2,157
+747
860
$24K 0.01%
2,600
861
$24K 0.01%
1,500
862
$24K 0.01%
1,550
863
$24K 0.01%
207
-166
864
$24K 0.01%
480
865
$24K 0.01%
904
866
$24K 0.01%
575
-108
867
$24K 0.01%
350
868
$24K 0.01%
1,355
-363
869
$24K 0.01%
300
870
$24K 0.01%
260
+100
871
$24K 0.01%
219
872
$23K 0.01%
3,024
873
$23K 0.01%
+900
874
$23K 0.01%
+5,000
875
$23K 0.01%
903
+8
33 34
35
36 37