RZH

Relyea Zuckerberg Hanson Portfolio holdings

AUM $951M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.33M
3
+$5.88M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.76%
2 Technology 8.62%
3 Industrials 6.15%
4 Consumer Staples 4.08%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$947K 0.91%
+7,094
27
$933K 0.9%
+6,690
28
$880K 0.84%
+9,393
29
$874K 0.84%
+3,857
30
$855K 0.82%
+29,488
31
$852K 0.82%
+9,220
32
$778K 0.75%
+6,239
33
$768K 0.74%
+4,935
34
$747K 0.72%
+23,974
35
$740K 0.71%
+5,016
36
$724K 0.7%
+2,449
37
$724K 0.7%
+10,376
38
$698K 0.67%
+22,819
39
$689K 0.66%
+4,822
40
$666K 0.64%
+4,603
41
$652K 0.63%
+5,873
42
$603K 0.58%
+3,337
43
$600K 0.58%
+4,800
44
$577K 0.55%
+4,789
45
$564K 0.54%
+777,604
46
$523K 0.5%
+2,395
47
$520K 0.5%
+1,741
48
$513K 0.49%
+10,036
49
$495K 0.48%
+3,117
50
$475K 0.46%
+7,398
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