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
$368M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.92M
3
+$2.13M
4
AFI
Armstrong Flooring, Inc.
AFI
+$705K
5
CSL icon
Carlisle Companies
CSL
+$576K

Top Sells

1
+$1.89M
2
+$1.1M
3
+$943K
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$663K
5
JD icon
JD.com
JD
+$613K

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
126
$684K 0.19%
7,768
+85
127
$668K 0.18%
7,771
+289
128
$656K 0.18%
15,140
+26
129
$655K 0.18%
12,297
-308
130
$654K 0.18%
10,988
+965
131
$649K 0.18%
4,758
+97
132
$649K 0.18%
12,164
+99
133
$638K 0.17%
9,874
+4,266
134
$637K 0.17%
4,496
+110
135
$631K 0.17%
11,507
-629
136
$630K 0.17%
40,084
137
$622K 0.17%
22,139
-21,803
138
$622K 0.17%
43,035
+485
139
$616K 0.17%
51,644
+19,220
140
$616K 0.17%
25,006
-350
141
$615K 0.17%
5,396
-2,917
142
$613K 0.17%
8,578
-1,865
143
$612K 0.17%
9,948
-5,313
144
$610K 0.17%
4,811
+172
145
$608K 0.17%
5,706
+162
146
$605K 0.16%
11,623
+700
147
$599K 0.16%
6,565
+89
148
$596K 0.16%
37,065
+10,000
149
$594K 0.16%
30,825
+6,800
150
$585K 0.16%
8,436
-1,871
4 5
6
7 8