RZH
Relyea Zuckerberg Hanson Portfolio holdings
AUM
$951M
1-Year Est. Return
21.8%
1 Year Est. Return
+21.8%
AUM
$951M
AUM Growth
+$97.9M
(+11%)
Holding
279
Top Buys
| 1 | +$32.6M | |
| 2 | +$4.31M | |
| 3 | +$2.27M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.24M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.24M |
Top Sells
| 1 | +$4.15M | |
| 2 | +$2.4M | |
| 3 | +$2.01M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$1.59M |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$1.49M |
Sector Composition
| 1 | Technology | 12.33% |
| 2 | Financials | 4.19% |
| 3 | Healthcare | 2.75% |
| 4 | Communication Services | 2.47% |
| 5 | Consumer Discretionary | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Intercontinental Exchange
ICE
$89.7B
| – | – |
-1,255
|
|
||
277
Mondelez International
MDLZ
$74.3B
| – | – |
-3,713
|
|
||
278
Seacoast Banking Corp of Florida
SBCF
$3.09B
| – | – |
-13,520
|
|
||
279
Sysco
SYY
$36.5B
| – | – |
-2,792
|
|