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
$361M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,889
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$8.84M
3 +$5.91M
4
AAPL icon
Apple
AAPL
+$5.73M
5
APOG icon
Apogee Enterprises
APOG
+$5.52M

Top Sells

1 +$809K
2 +$586K
3 +$556K
4
EA icon
Electronic Arts
EA
+$518K
5
JCI icon
Johnson Controls International
JCI
+$352K

Sector Composition

1 Technology 12.3%
2 Consumer Discretionary 10.03%
3 Industrials 6.95%
4 Financials 6.9%
5 Healthcare 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$6K ﹤0.01%
138
1302
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+200
1303
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1305
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128
+83
1307
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+494
1308
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+16
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1310
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177
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1315
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1320
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2,500
+2,000
1321
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+250
1322
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+100
1323
$6K ﹤0.01%
+93
1324
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+100
1325
$6K ﹤0.01%
+81