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RIA

Realta Investment Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 38.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$5.63M
3
+$2.03M
4
AFI
Armstrong Flooring, Inc.
AFI
+$858K
5
CSL icon
Carlisle Companies
CSL
+$556K

Top Sells

1
+$1.76M
2
+$1.19M
3
+$938K
4
PEG icon
Public Service Enterprise Group
PEG
+$791K
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$677K

Sector Composition

1 Technology 11.51%
2 Financials 9.55%
3 Consumer Discretionary 8.7%
4 Consumer Staples 8.18%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$5K ﹤0.01%
200
-500
1327
$5K ﹤0.01%
390
-1,807
1328
$5K ﹤0.01%
123
1329
$5K ﹤0.01%
15
-118
1330
$5K ﹤0.01%
20
-109
1331
$5K ﹤0.01%
249
1332
$5K ﹤0.01%
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-120
1333
$5K ﹤0.01%
100
1334
$5K ﹤0.01%
99
1335
$5K ﹤0.01%
342
1336
$5K ﹤0.01%
177
-430
1337
$5K ﹤0.01%
200
1338
$5K ﹤0.01%
163
+3
1339
$5K ﹤0.01%
64
-35
1340
$5K ﹤0.01%
127
1341
$5K ﹤0.01%
63
1342
$5K ﹤0.01%
+1,000
1343
$5K ﹤0.01%
33
-9
1344
$5K ﹤0.01%
+200
1345
$5K ﹤0.01%
194
1346
$5K ﹤0.01%
515
1347
$5K ﹤0.01%
+51
1348
$5K ﹤0.01%
325
-1,650
1349
$5K ﹤0.01%
75
1350
$5K ﹤0.01%
116
52 53
54
55 56