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
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$692K 0.28%
17,183
-2,875
77
$672K 0.28%
1,158
+1,028
78
$664K 0.27%
13,400
-3,695
79
$654K 0.27%
51,669
80
$637K 0.26%
6,917
-2,234
81
$630K 0.26%
8,348
+442
82
$625K 0.26%
7,132
-22
83
$620K 0.25%
60,073
84
$620K 0.25%
1,209
-256
85
$609K 0.25%
1,168
+393
86
$602K 0.25%
11,439
-1,032
87
$592K 0.24%
9,157
+1,410
88
$587K 0.24%
25,912
-278
89
$574K 0.24%
36,221
+5,521
90
$569K 0.23%
+4,324
91
$567K 0.23%
2,548
+1,335
92
$561K 0.23%
+1,638
93
$551K 0.23%
+11,481
94
$551K 0.23%
4,395
-2,033
95
$550K 0.23%
3,235
+1,735
96
$548K 0.22%
5,937
-297
97
$548K 0.22%
2,841
+413
98
$547K 0.22%
19,343
-1,967
99
$540K 0.22%
4,095
+284
100
$534K 0.22%
4,885
-839
2 3
4
5 6