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%
27
1527
$2K ﹤0.01%
197
1528
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14
-14
1529
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33
+3
1530
$2K ﹤0.01%
300
1531
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70
-705
1532
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89
1533
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11
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1534
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200
1535
$1K ﹤0.01%
13
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1536
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800
1537
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1538
$1K ﹤0.01%
300
1539
$1K ﹤0.01%
3
-6
1540
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31
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1541
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1542
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1543
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10
1544
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60
1545
– –
0
1546
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1547
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56
-60
1548
$1K ﹤0.01%
7
-10
1549
$1K ﹤0.01%
22
1550
$1K ﹤0.01%
+117
60 61
62
63 64