RZH
Relyea Zuckerberg Hanson Portfolio holdings
AUM
$990M
1-Year Est. Return
21.6%
This Fund
S&P 500
1 Year Est. Return
+21.6%
AUM
$990M
AUM Growth
+$38.8M
(+4.1%)
Holding
277
Top Buys
| 1 | +$4.63M | |
| 2 | +$4.53M | |
| 3 | +$4.03M | |
| 4 |
NYM
AB New York Intermediate Municipal ETF
NYM
|
+$3.22M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.52M |
Top Sells
| 1 | +$762K | |
| 2 | +$546K | |
| 3 | +$546K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$412K |
| 5 |
Vanguard Growth ETF
VUG
|
+$373K |
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Financials | 3.99% |
| 3 | Healthcare | 2.99% |
| 4 | Communication Services | 2.64% |
| 5 | Consumer Discretionary | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
ResMed
RMD
$37.3B
| – | – |
-824
|
|
||
|
OZEM
277
Roundhill GLP-1 & Weight Loss ETF
OZEM
$56.6M
| – | – |
-10,080
|
|