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
1201
$8K ﹤0.01%
445
-2
1202
$8K ﹤0.01%
4,750
+4,150
1203
$8K ﹤0.01%
9,003
1204
$8K ﹤0.01%
233
1205
$7K ﹤0.01%
45
1206
$7K ﹤0.01%
244
1207
$7K ﹤0.01%
189
-27
1208
$7K ﹤0.01%
150
1209
$7K ﹤0.01%
176
1210
$7K ﹤0.01%
200
1211
$7K ﹤0.01%
+20
1212
$7K ﹤0.01%
51
+1
1213
$7K ﹤0.01%
327
+3
1214
$7K ﹤0.01%
26,000
-7,500
1215
$7K ﹤0.01%
250
-100
1216
$7K ﹤0.01%
+188
1217
$7K ﹤0.01%
+209
1218
$7K ﹤0.01%
+70
1219
$7K ﹤0.01%
200
1220
$7K ﹤0.01%
86
1221
$7K ﹤0.01%
273
1222
$7K ﹤0.01%
50
1223
$7K ﹤0.01%
50
1224
$7K ﹤0.01%
53
+1
1225
$7K ﹤0.01%
+301
47 48
49
50 51