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
1001
$7K ﹤0.01%
+70
1002
$7K ﹤0.01%
+190
1003
$7K ﹤0.01%
+100
1004
$7K ﹤0.01%
+200
1005
$7K ﹤0.01%
+936
1006
$7K ﹤0.01%
+175
1007
$7K ﹤0.01%
+200
1008
$7K ﹤0.01%
+200
1009
$7K ﹤0.01%
+528
1010
$7K ﹤0.01%
+452
1011
$7K ﹤0.01%
+250
1012
$7K ﹤0.01%
+500
1013
$6K ﹤0.01%
+200
1014
$6K ﹤0.01%
+161
1015
$6K ﹤0.01%
+275
1016
$6K ﹤0.01%
+101
1017
$6K ﹤0.01%
+69
1018
$6K ﹤0.01%
+730
1019
$6K ﹤0.01%
+66
1020
$6K ﹤0.01%
+150
1021
$6K ﹤0.01%
+124
1022
$6K ﹤0.01%
+157
1023
$6K ﹤0.01%
+77
1024
$6K ﹤0.01%
+60
1025
$6K ﹤0.01%
+150
39 40
41
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