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
$155M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.92M
3
+$1.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$384K
5
WPP icon
WPP
WPP
+$332K

Top Sells

1
+$427K
2
+$320K
3
+$277K
4
CSCO icon
Cisco
CSCO
+$265K
5
AMT icon
American Tower
AMT
+$252K

Sector Composition

1 Technology 8.97%
2 Financials 4.8%
3 Industrials 3.51%
4 Consumer Staples 2.73%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.72%
19,300
-3,334
27
$1.12M 0.72%
7,587
-177
28
$999K 0.64%
5,787
-568
29
$988K 0.64%
6,071
+58
30
$980K 0.63%
5,475
+53
31
$943K 0.61%
25,943
32
$930K 0.6%
23,850
33
$905K 0.58%
11,788
+846
34
$835K 0.54%
6,253
+10
35
$829K 0.53%
16,140
-100
36
$804K 0.52%
3,797
-120
37
$802K 0.52%
5,869
-580
38
$797K 0.51%
6,687
39
$781K 0.5%
14,283
-2,455
40
$766K 0.49%
2,400
+7
41
$763K 0.49%
2,630
42
$721K 0.46%
9,894
+823
43
$721K 0.46%
7,092
+19
44
$709K 0.46%
2,467
+31
45
$699K 0.45%
2,064
+364
46
$686K 0.44%
3,287
+127
47
$670K 0.43%
4,656
-147
48
$653K 0.42%
7,280
+130
49
$645K 0.42%
17,506
+1,370
50
$608K 0.39%
21,117
+1,546
1
2
3 4 5