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
$443M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.78M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.44M
5
FWONK icon
Liberty Media Series C
FWONK
+$1.42M

Top Sells

1
+$5.99M
2
+$3.15M
3
+$1.93M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.67M
5
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$1.63M

Sector Composition

1 Technology 19.39%
2 Financials 9.7%
3 Consumer Discretionary 9.41%
4 Communication Services 6.67%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$564K 0.13%
+3,212
202
$562K 0.13%
6,683
-3,889
203
$562K 0.13%
692
+336
204
$560K 0.13%
8,597
+74
205
$560K 0.13%
48,897
206
$560K 0.13%
2,067
+162
207
$551K 0.12%
15,821
+336
208
$550K 0.12%
9,327
+576
209
$544K 0.12%
67,004
-5,156
210
$543K 0.12%
7,047
-162
211
$541K 0.12%
9,156
-325
212
$540K 0.12%
6,963
+1,013
213
$535K 0.12%
6,579
+873
214
$530K 0.12%
2,454
-381
215
$528K 0.12%
25,525
-806
216
$528K 0.12%
2,446
+256
217
$517K 0.12%
47,969
218
$516K 0.12%
12,563
-923
219
$516K 0.12%
13,140
+2,983
220
$504K 0.11%
5,304
-408
221
$501K 0.11%
+1,485
222
$500K 0.11%
2,535
-367
223
$497K 0.11%
3,140
224
$495K 0.11%
5,155
-60
225
$488K 0.11%
3,312
+752
7 8
9
10 11