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
$276M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$2.36M
3
+$2.15M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.95M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M

Top Sells

1
+$930K
2
+$802K
3
+$579K
4
MMC icon
Marsh & McLennan
MMC
+$567K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$501K

Sector Composition

1 Technology 8.08%
2 Financials 4.07%
3 Industrials 3.36%
4 Consumer Discretionary 2.2%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.7%
11,211
-1,687
27
$1.8M 0.65%
11,638
28
$1.66M 0.6%
+3,783
29
$1.6M 0.58%
+11,816
30
$1.57M 0.57%
18,338
-432
31
$1.56M 0.56%
+20,704
32
$1.52M 0.55%
30,948
+285
33
$1.48M 0.54%
16,201
-10,198
34
$1.46M 0.53%
41,965
+11,114
35
$1.41M 0.51%
8,560
+235
36
$1.41M 0.51%
7,831
+201
37
$1.4M 0.51%
4,599
+643
38
$1.37M 0.5%
8,745
-3,612
39
$1.29M 0.47%
8,874
+640
40
$1.26M 0.46%
+18,305
41
$1.24M 0.45%
6,312
-13
42
$1.23M 0.44%
9,400
+1,060
43
$1.22M 0.44%
9,340
+1,000
44
$1.19M 0.43%
12,360
+32
45
$1.19M 0.43%
31,005
-6,343
46
$1.16M 0.42%
5,630
-153
47
$1.07M 0.39%
6,710
+42
48
$1.03M 0.37%
10,432
-734
49
$1.01M 0.37%
27,319
50
$999K 0.36%
2,862
+207
1
2
3 4 5