RIA

Realta Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 40.39%
This Quarter Est. Return
1 Year Est. Return
+40.39%
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
176
$495K 0.13%
2,933
-248
177
$494K 0.13%
5,960
-84
178
$490K 0.13%
3,523
+2,805
179
$486K 0.13%
10,166
-1,484
180
$484K 0.13%
3,160
+120
181
$484K 0.13%
32,051
182
$482K 0.13%
5,733
+735
183
$481K 0.13%
8,327
+48
184
$479K 0.13%
11,486
+800
185
$476K 0.13%
29,835
-975
186
$473K 0.13%
9,075
+8,950
187
$472K 0.13%
11,043
+118
188
$469K 0.13%
34,859
189
$468K 0.13%
2,982
+510
190
$459K 0.12%
4,871
+831
191
$454K 0.12%
17,936
-1,026
192
$452K 0.12%
5,115
+96
193
$444K 0.12%
2,751
-25
194
$443K 0.12%
9,403
+5,653
195
$440K 0.12%
6,828
-2,534
196
$440K 0.12%
+10,736
197
$436K 0.12%
7,488
-88
198
$431K 0.12%
4,834
-86
199
$430K 0.12%
3,387
-248
200
$428K 0.12%
+3,200
6 7
8
9 10