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
976
$8K ﹤0.01%
+207
977
$8K ﹤0.01%
+275
978
$8K ﹤0.01%
+1,909
979
$8K ﹤0.01%
+1,805
980
$8K ﹤0.01%
+150
981
$8K ﹤0.01%
+474
982
$8K ﹤0.01%
+567
983
$8K ﹤0.01%
+60
984
$8K ﹤0.01%
+75
985
$8K ﹤0.01%
+350
986
$7K ﹤0.01%
+188
987
$7K ﹤0.01%
+200
988
$7K ﹤0.01%
+86
989
$7K ﹤0.01%
+300
990
$7K ﹤0.01%
+519
991
$7K ﹤0.01%
+300
992
$7K ﹤0.01%
+162
993
$7K ﹤0.01%
+325
994
$7K ﹤0.01%
+170
995
$7K ﹤0.01%
+161
996
$7K ﹤0.01%
+307
997
$7K ﹤0.01%
+875
998
$7K ﹤0.01%
+300
999
$7K ﹤0.01%
+412
1000
$7K ﹤0.01%
+300
38 39
40
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