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
1301
$1K ﹤0.01%
+17
1302
$1K ﹤0.01%
+117
1303
$1K ﹤0.01%
+25
1304
$1K ﹤0.01%
+13
1305
$1K ﹤0.01%
+26
1306
$1K ﹤0.01%
+5
1307
$1K ﹤0.01%
+33
1308
$1K ﹤0.01%
+102
1309
$1K ﹤0.01%
+179
1310
$1K ﹤0.01%
+12
1311
$1K ﹤0.01%
+19
1312
$1K ﹤0.01%
+22
1313
$1K ﹤0.01%
+109
1314
$1K ﹤0.01%
+12
1315
$1K ﹤0.01%
+73
1316
$1K ﹤0.01%
+74
1317
$1K ﹤0.01%
+450
1318
$1K ﹤0.01%
+25
1319
$1K ﹤0.01%
+2,200
1320
$1K ﹤0.01%
+10
1321
$1K ﹤0.01%
+7,452
1322
$1K ﹤0.01%
+113
1323
$1K ﹤0.01%
+1
1324
$0 ﹤0.01%
+374
1325
$0 ﹤0.01%
+500
51 52
53
54 55