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
1126
$4K ﹤0.01%
+20
1127
$4K ﹤0.01%
+167
1128
$4K ﹤0.01%
+62
1129
$4K ﹤0.01%
+70
1130
$4K ﹤0.01%
+123
1131
$4K ﹤0.01%
+162
1132
$4K ﹤0.01%
+208
1133
$4K ﹤0.01%
+29
1134
$4K ﹤0.01%
+190
1135
$4K ﹤0.01%
+200
1136
$4K ﹤0.01%
+29
1137
$4K ﹤0.01%
+53
1138
$4K ﹤0.01%
+500
1139
$4K ﹤0.01%
+188
1140
$4K ﹤0.01%
+300
1141
$3K ﹤0.01%
+22
1142
$3K ﹤0.01%
+229
1143
$3K ﹤0.01%
+109
1144
$3K ﹤0.01%
+110
1145
$3K ﹤0.01%
+210
1146
$3K ﹤0.01%
+342
1147
$3K ﹤0.01%
+65
1148
$3K ﹤0.01%
+43
1149
$3K ﹤0.01%
+50
1150
$3K ﹤0.01%
+163
44 45
46
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