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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
1476
$2K ﹤0.01%
+130
1477
$2K ﹤0.01%
78
1478
$2K ﹤0.01%
+60
1479
$2K ﹤0.01%
+15
1480
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57
1481
$2K ﹤0.01%
+6
1482
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76
1483
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+50
1484
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200
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1485
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300
+133
1486
$2K ﹤0.01%
125
1487
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60
1488
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55
-145
1489
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+316
1490
$2K ﹤0.01%
34
1491
$2K ﹤0.01%
56
1492
$2K ﹤0.01%
900
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1493
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21
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41
-452
1495
$2K ﹤0.01%
2,000
1496
$2K ﹤0.01%
22
1497
$2K ﹤0.01%
65
-13
1498
$2K ﹤0.01%
96
+1
1499
$2K ﹤0.01%
30
-393
1500
$2K ﹤0.01%
76
-102
58 59
60
61 62