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
1026
$14K ﹤0.01%
205
1027
$14K ﹤0.01%
101
1028
$14K ﹤0.01%
2,102
-253
1029
$14K ﹤0.01%
4,800
1030
$14K ﹤0.01%
323
1031
$14K ﹤0.01%
296
1032
$14K ﹤0.01%
99
-165
1033
$14K ﹤0.01%
1,353
1034
$14K ﹤0.01%
1,909
1035
$14K ﹤0.01%
125
1036
$14K ﹤0.01%
+310
1037
$14K ﹤0.01%
231
-161
1038
$13K ﹤0.01%
498
-187
1039
$13K ﹤0.01%
748
-123
1040
$13K ﹤0.01%
217
1041
$13K ﹤0.01%
242
1042
$13K ﹤0.01%
159
-200
1043
$13K ﹤0.01%
+500
1044
$13K ﹤0.01%
294
-63
1045
$13K ﹤0.01%
282
-60
1046
$13K ﹤0.01%
1,066
-4,894
1047
$13K ﹤0.01%
+170
1048
$13K ﹤0.01%
590
1049
$13K ﹤0.01%
50
+47
1050
$13K ﹤0.01%
+283
40 41
42
43 44