RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$533K 0.22%
2,402
-413
102
$520K 0.21%
+106
103
$518K 0.21%
1,395
-8
104
$514K 0.21%
+1,575
105
$509K 0.21%
18,867
-2,306
106
$503K 0.21%
5,055
-8,955
107
$501K 0.21%
+2,068
108
$492K 0.2%
+6,154
109
$485K 0.2%
3,905
-296
110
$479K 0.2%
9,009
+1,222
111
$475K 0.19%
3,227
+157
112
$474K 0.19%
+6,165
113
$461K 0.19%
2,902
-438
114
$452K 0.19%
+3,660
115
$451K 0.18%
+7,966
116
$440K 0.18%
11,547
+4,800
117
$426K 0.17%
884
-364
118
$411K 0.17%
8,474
+3,616
119
$406K 0.17%
9,064
+5,387
120
$402K 0.16%
5,477
+2,956
121
$401K 0.16%
2,334
-548
122
$395K 0.16%
14,842
+4,293
123
$387K 0.16%
33,779
124
$385K 0.16%
5,428
+1,378
125
$383K 0.16%
11,705
+11,069
3 4
5
6 7