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
$361M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,889
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.69M
3
+$5.72M
4
AAPL icon
Apple
AAPL
+$5.62M
5
WORK
Slack Technologies, Inc.
WORK
+$5.08M

Top Sells

1
+$847K
2
+$586K
3
+$550K
4
EA icon
Electronic Arts
EA
+$488K
5
JCI icon
Johnson Controls International
JCI
+$328K

Sector Composition

1 Technology 12.29%
2 Consumer Discretionary 10.03%
3 Industrials 6.96%
4 Financials 6.9%
5 Healthcare 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$1K ﹤0.01%
+66
1627
$1K ﹤0.01%
+6
1628
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10
1629
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9
-2,254
1630
$1K ﹤0.01%
+60
1631
$1K ﹤0.01%
+100
1632
$1K ﹤0.01%
+25
1633
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10
1634
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+27
1635
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71
1636
$1K ﹤0.01%
+55
1637
$1K ﹤0.01%
+3
1638
$1K ﹤0.01%
+5
1639
$1K ﹤0.01%
+43
1640
$1K ﹤0.01%
+100
1641
$1K ﹤0.01%
+81
1642
$1K ﹤0.01%
77
1643
$1K ﹤0.01%
+159
1644
$1K ﹤0.01%
+65
1645
$1K ﹤0.01%
200
1646
$1K ﹤0.01%
+425
1647
$1K ﹤0.01%
11
1648
$1K ﹤0.01%
50
1649
$1K ﹤0.01%
+22
1650
$1K ﹤0.01%
+87
64 65
66
67 68