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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
1551
$1K ﹤0.01%
50
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1552
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38
1553
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1554
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54
-145
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1556
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1557
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1558
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1559
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1560
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1561
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200
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111
1565
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26
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1566
$1K ﹤0.01%
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-150
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+125
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20
1572
$1K ﹤0.01%
+450
1573
$1K ﹤0.01%
25
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1574
$1K ﹤0.01%
34
-25
1575
$1K ﹤0.01%
19
61 62
63
64 65