RIA

Realta Investment Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 29.17%
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.36M
3
+$2.28M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.21M
5
TSLA icon
Tesla
TSLA
+$1.7M

Top Sells

1
+$1.26M
2
+$890K
3
+$850K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$816K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$698K

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 8.37%
3 Financials 6.66%
4 Communication Services 6.11%
5 Industrials 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$286K 0.12%
969
-1,027
152
$283K 0.12%
+10,160
153
$281K 0.12%
1,346
+5
154
$274K 0.11%
2,356
-756
155
$273K 0.11%
1,653
-7,629
156
$270K 0.11%
+7,276
157
$269K 0.11%
809
-54
158
$266K 0.11%
3,044
-1,061
159
$263K 0.11%
4,532
+1,475
160
$261K 0.11%
4,604
-12,127
161
$260K 0.11%
5,073
+4,430
162
$256K 0.11%
1,031
-419
163
$255K 0.1%
1,767
-2,242
164
$255K 0.1%
20,502
165
$254K 0.1%
365
+90
166
$253K 0.1%
1,322
+60
167
$252K 0.1%
+16,383
168
$249K 0.1%
+2,109
169
$249K 0.1%
20,160
-1,405
170
$245K 0.1%
+11,136
171
$243K 0.1%
2,095
-1,915
172
$240K 0.1%
1,406
+496
173
$236K 0.1%
24,867
+1,002
174
$227K 0.09%
+23,020
175
$224K 0.09%
+1,876
5 6
7
8 9