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
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$376K 0.15%
6,307
+1,129
127
$359K 0.15%
792
-1,152
128
$352K 0.14%
+2,713
129
$349K 0.14%
2,649
+647
130
$341K 0.14%
2,796
-1,364
131
$335K 0.14%
3,668
-495
132
$335K 0.14%
2,239
-304
133
$332K 0.14%
2,991
-757
134
$326K 0.13%
3,649
+1,931
135
$325K 0.13%
2,965
+405
136
$318K 0.13%
10,650
+500
137
$312K 0.13%
1,349
-71
138
$310K 0.13%
+17,394
139
$308K 0.13%
1,655
+186
140
$306K 0.13%
3,371
-2,490
141
$302K 0.12%
+3,270
142
$300K 0.12%
1,436
-125
143
$299K 0.12%
+2,330
144
$291K 0.12%
+6,288
145
$290K 0.12%
2,060
-2,595
146
$289K 0.12%
13,411
-85
147
$289K 0.12%
9,067
+1,196
148
$288K 0.12%
+6,939
149
$286K 0.12%
24,127
150
$286K 0.12%
4,425
-775
4 5
6
7 8