RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
1-Year Return
29.17%
This Quarter Return
+18.88%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$253M
AUM Growth
+$33.6M
(+15%)
Cap. Flow
+$3.3M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
33.79%
Holding
347
New
26
Increased
94
Reduced
121
Closed
45
Top Buys
| 1 |
VanEck Junior Gold Miners ETF
GDXJ
|
$2.17M |
| 2 |
Palantir
PLTR
|
$1.83M |
| 3 |
ProShares Bitcoin Strategy ETF
BITO
|
$1.48M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.19M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.02M |
Top Sells
| 1 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
$3.48M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$1.68M |
| 3 |
Agnico Eagle Mines
AEM
|
$1.63M |
| 4 |
Costco
COST
|
$1.12M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$1.05M |
Sector Composition
| 1 | Technology | 30.06% |
| 2 | Financials | 7.22% |
| 3 | Consumer Discretionary | 6.58% |
| 4 | Communication Services | 5.92% |
| 5 | Materials | 3.13% |
