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
1151
$3K ﹤0.01%
+83
1152
$3K ﹤0.01%
+47
1153
$3K ﹤0.01%
+325
1154
$3K ﹤0.01%
+38
1155
$3K ﹤0.01%
+1,190
1156
$3K ﹤0.01%
+119
1157
$3K ﹤0.01%
+45
1158
$3K ﹤0.01%
+261
1159
$3K ﹤0.01%
+140
1160
$3K ﹤0.01%
+60
1161
$3K ﹤0.01%
+117
1162
$3K ﹤0.01%
+10
1163
$3K ﹤0.01%
+25
1164
$3K ﹤0.01%
+82
1165
$3K ﹤0.01%
+21
1166
$3K ﹤0.01%
+172
1167
$3K ﹤0.01%
+2,500
1168
$3K ﹤0.01%
+24
1169
$3K ﹤0.01%
+331
1170
$3K ﹤0.01%
+500
1171
$3K ﹤0.01%
+71
1172
$3K ﹤0.01%
+111
1173
$3K ﹤0.01%
+16
1174
$3K ﹤0.01%
+125
1175
$3K ﹤0.01%
+119
45 46
47
48 49