RZH

Relyea Zuckerberg Hanson Portfolio holdings

AUM $990M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$2.32M
3 +$1.88M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.73M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.26M

Top Sells

1 +$8.09M
2 +$1.18M
3 +$884K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$587K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$552K

Sector Composition

1 Technology 9.59%
2 Financials 4.08%
3 Healthcare 3.2%
4 Industrials 2.41%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-17,688
252
-129,564