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
951
$8K ﹤0.01%
+100
952
$8K ﹤0.01%
+95
953
$8K ﹤0.01%
+200
954
$8K ﹤0.01%
+200
955
$8K ﹤0.01%
+17
956
$8K ﹤0.01%
+266
957
$8K ﹤0.01%
+102
958
$8K ﹤0.01%
+1,000
959
$8K ﹤0.01%
+130
960
$8K ﹤0.01%
+200
961
$8K ﹤0.01%
+160
962
$8K ﹤0.01%
+89
963
$8K ﹤0.01%
+300
964
$8K ﹤0.01%
+441
965
$8K ﹤0.01%
+16
966
$8K ﹤0.01%
+510
967
$8K ﹤0.01%
+480
968
$8K ﹤0.01%
+485
969
$8K ﹤0.01%
+300
970
$8K ﹤0.01%
+125
971
$8K ﹤0.01%
+258
972
$8K ﹤0.01%
+49
973
$8K ﹤0.01%
+62
974
$8K ﹤0.01%
+216
975
$8K ﹤0.01%
+70
37 38
39
40 41