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
1251
$2K ﹤0.01%
+115
1252
$2K ﹤0.01%
+26
1253
$2K ﹤0.01%
+1,500
1254
$2K ﹤0.01%
+9
1255
$2K ﹤0.01%
+59
1256
$2K ﹤0.01%
+67
1257
$2K ﹤0.01%
+29
1258
$1K ﹤0.01%
+69
1259
$1K ﹤0.01%
+200
1260
$1K ﹤0.01%
+46
1261
$1K ﹤0.01%
+18
1262
$1K ﹤0.01%
+266
1263
$1K ﹤0.01%
+44
1264
$1K ﹤0.01%
+65
1265
$1K ﹤0.01%
+34
1266
$1K ﹤0.01%
+266
1267
$1K ﹤0.01%
+110
1268
$1K ﹤0.01%
+45
1269
$1K ﹤0.01%
+600
1270
$1K ﹤0.01%
+23
1271
$1K ﹤0.01%
+53
1272
$1K ﹤0.01%
+100
1273
$1K ﹤0.01%
+600
1274
$1K ﹤0.01%
+40
1275
$1K ﹤0.01%
+3
49 50
51
52 53