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
1201
$2K ﹤0.01%
+38
1202
$2K ﹤0.01%
+32
1203
$2K ﹤0.01%
+15
1204
$2K ﹤0.01%
+150
1205
$2K ﹤0.01%
+36
1206
$2K ﹤0.01%
+125
1207
$2K ﹤0.01%
+20
1208
$2K ﹤0.01%
+36
1209
$2K ﹤0.01%
+34
1210
$2K ﹤0.01%
+56
1211
$2K ﹤0.01%
+32
1212
$2K ﹤0.01%
+22
1213
$2K ﹤0.01%
+78
1214
$2K ﹤0.01%
+148
1215
$2K ﹤0.01%
+116
1216
$2K ﹤0.01%
+30
1217
$2K ﹤0.01%
+140
1218
$2K ﹤0.01%
+101
1219
$2K ﹤0.01%
+130
1220
$2K ﹤0.01%
+27
1221
$2K ﹤0.01%
+200
1222
$2K ﹤0.01%
+15
1223
$2K ﹤0.01%
+133
1224
$2K ﹤0.01%
+2
1225
$2K ﹤0.01%
+20
47 48
49
50 51