RZH
Relyea Zuckerberg Hanson Portfolio holdings
AUM
$853M
1-Year Return
18.23%
This Quarter Return
+9.18%
1 Year Return
+18.23%
3 Year Return
+71.51%
5 Year Return
+115.63%
10 Year Return
–
AUM
$571M
AUM Growth
+$58.2M
(+11%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
53.78%
Holding
244
New
12
Increased
150
Reduced
42
Closed
8
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$2.95M |
| 2 |
Vanguard Value ETF
VTV
|
$1.83M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.56M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$968K |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$954K |
Top Sells
Sector Composition
| 1 | Technology | 8.96% |
| 2 | Financials | 4.2% |
| 3 | Healthcare | 3.39% |
| 4 | Industrials | 3.26% |
| 5 | Consumer Staples | 2.1% |
