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
$257M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.96M
3
+$1.4M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.33M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.23M

Top Sells

1
+$508K
2
+$456K
3
+$438K
4
MSFT icon
Microsoft
MSFT
+$413K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$377K

Sector Composition

1 Technology 6.84%
2 Financials 4.19%
3 Industrials 3.81%
4 Healthcare 2.1%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.66%
11,366
+327
27
$1.63M 0.63%
18,770
+172
28
$1.63M 0.63%
7,630
+3,955
29
$1.62M 0.63%
37,348
30
$1.54M 0.6%
30,663
-400
31
$1.38M 0.54%
6,325
+1
32
$1.35M 0.52%
8,234
+520
33
$1.34M 0.52%
8,325
+301
34
$1.26M 0.49%
3,525
+52
35
$1.23M 0.48%
5,783
+197
36
$1.18M 0.46%
12,328
+451
37
$1.11M 0.43%
8,340
+840
38
$1.11M 0.43%
8,340
+1,280
39
$1.09M 0.42%
11,166
+1,130
40
$1.08M 0.42%
3,956
+392
41
$1.04M 0.4%
15,532
+73
42
$1.03M 0.4%
30,851
43
$1.02M 0.4%
6,668
+5
44
$1M 0.39%
2,543
+3
45
$941K 0.37%
+14,994
46
$924K 0.36%
27,319
47
$921K 0.36%
2,294
+935
48
$920K 0.36%
21,198
-783
49
$912K 0.35%
+5,082
50
$889K 0.35%
+11,099
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