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
926
$9K ﹤0.01%
+252
927
$9K ﹤0.01%
+209
928
$9K ﹤0.01%
+145
929
$9K ﹤0.01%
+60
930
$9K ﹤0.01%
+200
931
$9K ﹤0.01%
+672
932
$9K ﹤0.01%
+600
933
$9K ﹤0.01%
+63
934
$9K ﹤0.01%
+200
935
$9K ﹤0.01%
+500
936
$9K ﹤0.01%
+300
937
$9K ﹤0.01%
+330
938
$9K ﹤0.01%
+400
939
$9K ﹤0.01%
+149
940
$9K ﹤0.01%
+450
941
$9K ﹤0.01%
+71
942
$9K ﹤0.01%
+50
943
$9K ﹤0.01%
+173
944
$9K ﹤0.01%
+15
945
$9K ﹤0.01%
+325
946
$9K ﹤0.01%
+200
947
$9K ﹤0.01%
+13,583
948
$9K ﹤0.01%
+100
949
$8K ﹤0.01%
+345
950
$8K ﹤0.01%
+104
36 37
38
39 40