RIA

Realta Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 40.39%
This Quarter Est. Return
1 Year Est. Return
+40.39%
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
1526
$2K ﹤0.01%
33
+3
1527
$2K ﹤0.01%
300
1528
$2K ﹤0.01%
70
-705
1529
$2K ﹤0.01%
89
1530
$2K ﹤0.01%
41
-137
1531
$2K ﹤0.01%
158
-800
1532
$2K ﹤0.01%
67
1533
$1K ﹤0.01%
24
1534
$1K ﹤0.01%
20
1535
$1K ﹤0.01%
12
-397
1536
$1K ﹤0.01%
11
-80
1537
$1K ﹤0.01%
200
1538
$1K ﹤0.01%
13
-46
1539
$1K ﹤0.01%
800
1540
$1K ﹤0.01%
300
1541
$1K ﹤0.01%
3
-6
1542
$1K ﹤0.01%
31
-35
1543
$1K ﹤0.01%
66
1544
$1K ﹤0.01%
6
1545
$1K ﹤0.01%
10
1546
$1K ﹤0.01%
60
1547
$1K ﹤0.01%
+85
1548
$1K ﹤0.01%
11
1549
$1K ﹤0.01%
20
1550
– –
0
60 61
62
63 64