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
$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
1226
$2K ﹤0.01%
+100
1227
$2K ﹤0.01%
+36
1228
$2K ﹤0.01%
+40
1229
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+26
1230
$2K ﹤0.01%
+37
1231
$2K ﹤0.01%
+10
1232
$2K ﹤0.01%
+33
1233
$2K ﹤0.01%
+50
1234
$2K ﹤0.01%
+200
1235
$2K ﹤0.01%
+151
1236
$2K ﹤0.01%
+10
1237
$2K ﹤0.01%
+27
1238
$2K ﹤0.01%
+14
1239
$2K ﹤0.01%
+100
1240
$2K ﹤0.01%
+50
1241
$2K ﹤0.01%
+300
1242
$2K ﹤0.01%
+100
1243
$2K ﹤0.01%
+40
1244
$2K ﹤0.01%
+77
1245
$2K ﹤0.01%
+160
1246
$2K ﹤0.01%
+300
1247
$2K ﹤0.01%
+189
1248
$2K ﹤0.01%
+200
1249
$2K ﹤0.01%
+125
1250
$2K ﹤0.01%
+47
48 49
50
51 52