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
$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
1901
-426
1902
$0 ﹤0.01%
+51
1903
-31
1904
-5
1905
-9,500
1906
-5,750
1907
-159
1908
-3
1909
-160
1910
$0 ﹤0.01%
5
-65
1911
-300
1912
$0 ﹤0.01%
40
1913
-785
1914
-200
1915
-2,785
1916
$0 ﹤0.01%
5
1917
-73
1918
-1,215
1919
-1,000
1920
-400
1921
-27
1922
-366
1923
-75