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
$91.3M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.6M
3
+$2.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.14M

Top Sells

1
+$1.76M
2
+$1.43M
3
+$1.2M
4
MMC icon
Marsh & McLennan
MMC
+$934K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$880K

Sector Composition

1 Technology 9.08%
2 Financials 6.21%
3 Industrials 3.9%
4 Healthcare 3.65%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$944K 1.03%
9,680
+460
27
$889K 0.97%
29,488
28
$852K 0.93%
+14,390
29
$832K 0.91%
777,604
30
$782K 0.86%
17,652
+13,253
31
$778K 0.85%
23,850
32
$760K 0.83%
4,157
+300
33
$722K 0.79%
4,564
-717
34
$697K 0.76%
4,707
-115
35
$646K 0.71%
6,243
+4
36
$645K 0.71%
7,167
+477
37
$644K 0.71%
+5,630
38
$595K 0.65%
7,115
+21
39
$562K 0.62%
5,030
+95
40
$552K 0.6%
2,330
-119
41
$535K 0.59%
4,859
+59
42
$527K 0.58%
13,027
+7,503
43
$526K 0.58%
+12,540
44
$525K 0.57%
4,602
-414
45
$499K 0.55%
6,078
-5,185
46
$464K 0.51%
8,675
+2,775
47
$455K 0.5%
4,709
+106
48
$454K 0.5%
3,219
-118
49
$453K 0.5%
2,427
+32
50
$441K 0.48%
20,399
-3,575
1
2
3 4 5