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
176
$221K 0.09%
3,129
-129
177
$216K 0.09%
+1,774
178
$212K 0.09%
1,825
-275
179
$212K 0.09%
1,146
180
$210K 0.09%
+2,800
181
$208K 0.09%
1,845
-1,045
182
$204K 0.08%
1,764
-234
183
$204K 0.08%
1,300
-30
184
$202K 0.08%
2,888
-1,717
185
$202K 0.08%
2,617
-518
186
$200K 0.08%
1,033
-29
187
$197K 0.08%
3,452
-702
188
$195K 0.08%
+4,415
189
$193K 0.08%
4,209
-281
190
$192K 0.08%
19,175
191
$183K 0.08%
12,250
192
$178K 0.07%
15,218
193
$165K 0.07%
20,606
+349
194
$162K 0.07%
+12,063
195
$162K 0.07%
1,565
+201
196
$161K 0.07%
3,200
+1,000
197
$159K 0.07%
+1,700
198
$159K 0.07%
1,494
+65
199
$158K 0.06%
592
+144
200
$156K 0.06%
7,330
+7,300
6 7
8
9 10