RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
This Quarter Return
-12.68%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(-36%)
Cap. Flow
-$85.4M
Cap. Flow
% of AUM
-36.66%
Top 10 Holdings %
Top 10 Hldgs %
28.9%
Holding
1,652
New
5
Increased
132
Reduced
150
Closed
1,353
Top Buys
| 1 |
ProShares Short High Yield
SJB
|
$3.83M |
| 2 |
Chewy
CHWY
|
$1.31M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.25M |
| 4 |
Virgin Galactic
SPCE
|
$1.03M |
| 5 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$852K |
Top Sells
| 1 |
Apple
AAPL
|
$3.5M |
| 2 |
Amazon
AMZN
|
$2.23M |
| 3 |
NVIDIA
NVDA
|
$1.3M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.08M |
| 5 |
Reaves Utility Income Fund
UTG
|
$1.07M |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Consumer Discretionary | 10.73% |
| 3 | Healthcare | 8.87% |
| 4 | Communication Services | 6.7% |
| 5 | Financials | 6.13% |
