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
$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
1001
$15K ﹤0.01%
597
-4,532
1002
$15K ﹤0.01%
13
1003
$15K ﹤0.01%
2,000
1004
$15K ﹤0.01%
278
1005
$15K ﹤0.01%
537
-180
1006
$15K ﹤0.01%
100
1007
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+312
1008
$15K ﹤0.01%
65
-7
1009
$15K ﹤0.01%
417
-1,887
1010
$15K ﹤0.01%
+2,000
1011
$15K ﹤0.01%
1,500
+1,000
1012
$15K ﹤0.01%
183
1013
$15K ﹤0.01%
604
-196
1014
$14K ﹤0.01%
+76
1015
$14K ﹤0.01%
256
1016
$14K ﹤0.01%
605
+161
1017
$14K ﹤0.01%
1,476
+19
1018
$14K ﹤0.01%
400
1019
$14K ﹤0.01%
381
1020
$14K ﹤0.01%
255
+125
1021
$14K ﹤0.01%
345
1022
$14K ﹤0.01%
573
1023
$14K ﹤0.01%
226
1024
$14K ﹤0.01%
1,000
1025
$14K ﹤0.01%
264
39 40
41
42 43