RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
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
76
$942K 0.26%
18,685
+4,058
77
$938K 0.25%
25,475
-750
78
$921K 0.25%
6,614
+707
79
$916K 0.25%
34,269
+2,450
80
$897K 0.24%
7,487
+127
81
$891K 0.24%
31,712
-7,080
82
$884K 0.24%
17,586
-518
83
$884K 0.24%
7,635
-1,204
84
$877K 0.24%
14,607
-263
85
$866K 0.24%
22,664
-748
86
$860K 0.23%
9,902
+5,218
87
$857K 0.23%
7,399
-5
88
$856K 0.23%
8,028
-372
89
$855K 0.23%
4,334
+62
90
$853K 0.23%
4,421
-229
91
$851K 0.23%
7,257
+2
92
$845K 0.23%
17,347
-4,030
93
$845K 0.23%
10,021
-1,156
94
$842K 0.23%
21,013
+109
95
$838K 0.23%
11,078
-234
96
$822K 0.22%
14,233
-2,715
97
$819K 0.22%
6,808
+1,766
98
$816K 0.22%
14,735
+872
99
$794K 0.22%
4,681
-853
100
$793K 0.22%
14,777
-4,819
2 3
4
5 6