RIA
Realta Investment Advisors Portfolio holdings
AUM
$253M
1-Year Return
29.17%
This Quarter Return
+14.89%
1 Year Return
+29.17%
3 Year Return
+98.78%
5 Year Return
+161.55%
10 Year Return
–
AUM
$353M
AUM Growth
+$54.6M
(+18%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
31.38%
Holding
362
New
45
Increased
146
Reduced
117
Closed
32
Top Buys
| 1 |
XYZ
Block, Inc.
XYZ
|
$5.4M |
| 2 |
PayPal
PYPL
|
$4.01M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$2.26M |
| 4 |
NVIDIA
NVDA
|
$2.24M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.11M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.86M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
$4.4M |
| 3 |
Tesla
TSLA
|
$1.18M |
| 4 |
Nuveen Select Tax-Free Income Portfolio
NXP
|
$915K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$873K |
Sector Composition
| 1 | Technology | 17.29% |
| 2 | Consumer Discretionary | 12.46% |
| 3 | Financials | 7.8% |
| 4 | Communication Services | 7.07% |
| 5 | Industrials | 6.1% |
