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
876
$12K 0.01%
+200
877
$12K 0.01%
+131
878
$12K 0.01%
+100
879
$12K 0.01%
+664
880
$12K 0.01%
+200
881
$12K 0.01%
+504
882
$12K 0.01%
+270
883
$11K 0.01%
+600
884
$11K 0.01%
+63
885
$11K 0.01%
+1,250
886
$11K 0.01%
+353
887
$11K 0.01%
+294
888
$11K 0.01%
+1,262
889
$11K 0.01%
+100
890
$11K 0.01%
+100
891
$11K 0.01%
+92
892
$11K 0.01%
+737
893
$11K 0.01%
+240
894
$11K 0.01%
+3,000
895
$11K 0.01%
+150
896
$11K 0.01%
+193
897
$11K 0.01%
+710
898
$11K 0.01%
+275
899
$10K ﹤0.01%
+592
900
$10K ﹤0.01%
+148
34 35
36
37 38