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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
$366M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$988K
2
+$590K
3
+$581K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$535K
5
WORK
Slack Technologies, Inc.
WORK
+$519K

Top Sells

1
+$8.82M
2
+$7.98M
3
+$2.4M
4
AMP icon
Ameriprise Financial
AMP
+$2.29M
5
CELG
Celgene Corp
CELG
+$729K

Sector Composition

1 Technology 12.54%
2 Consumer Discretionary 9.25%
3 Financials 7.08%
4 Healthcare 6.97%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$2K ﹤0.01%
900
1477
$2K ﹤0.01%
21
1478
$2K ﹤0.01%
41
1479
$2K ﹤0.01%
2,000
1480
$2K ﹤0.01%
10
1481
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14
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1482
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50
1483
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+500
1485
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120
-538
1486
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200
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133
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48
1489
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27
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16
1491
$2K ﹤0.01%
100
1492
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69
+1
1493
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500
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37
-227
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$2K ﹤0.01%
40
1496
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42
1497
$2K ﹤0.01%
37
1498
$2K ﹤0.01%
10
1499
$2K ﹤0.01%
26
-1
1500
$2K ﹤0.01%
197
58 59
60
61 62