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
1026
$6K ﹤0.01%
+138
1027
$6K ﹤0.01%
+325
1028
$6K ﹤0.01%
+199
1029
$6K ﹤0.01%
+50
1030
$6K ﹤0.01%
+235
1031
$6K ﹤0.01%
+150
1032
$6K ﹤0.01%
+675
1033
$6K ﹤0.01%
+124
1034
$6K ﹤0.01%
+25
1035
$6K ﹤0.01%
+200
1036
$6K ﹤0.01%
+210
1037
$6K ﹤0.01%
+60
1038
$6K ﹤0.01%
+32
1039
$6K ﹤0.01%
+148
1040
$6K ﹤0.01%
+63
1041
$6K ﹤0.01%
+110
1042
$6K ﹤0.01%
+58
1043
$6K ﹤0.01%
+63
1044
$6K ﹤0.01%
+160
1045
$6K ﹤0.01%
+45
1046
$6K ﹤0.01%
+150
1047
$6K ﹤0.01%
+103
1048
$6K ﹤0.01%
+130
1049
$6K ﹤0.01%
+176
1050
$6K ﹤0.01%
+146