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
$305M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.87M
3
+$2.21M
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$2.13M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.02M

Top Sells

1
+$1.69M
2
+$1.56M
3
+$1.54M
4
VTWV icon
Vanguard Russell 2000 Value ETF
VTWV
+$1.28M
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$1.17M

Sector Composition

1 Technology 7.79%
2 Industrials 4.66%
3 Financials 3.68%
4 Healthcare 2.62%
5 Consumer Staples 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.61%
4,149
+366
27
$1.81M 0.59%
10,044
+1,484
28
$1.8M 0.59%
32,624
-25
29
$1.8M 0.59%
11,958
+320
30
$1.62M 0.53%
20,704
31
$1.62M 0.53%
4,673
+74
32
$1.61M 0.53%
42,822
+857
33
$1.55M 0.51%
17,652
-686
34
$1.51M 0.49%
+19,055
35
$1.43M 0.47%
8,391
-354
36
$1.4M 0.46%
+14,090
37
$1.35M 0.44%
30,084
-864
38
$1.3M 0.43%
20,810
-24,589
39
$1.28M 0.42%
9,820
+420
40
$1.24M 0.41%
35,219
+9,619
41
$1.22M 0.4%
32,531
+15,708
42
$1.21M 0.4%
12,794
+434
43
$1.18M 0.39%
7,387
+1,661
44
$1.13M 0.37%
29,076
-1,929
45
$1.13M 0.37%
8,660
-680
46
$1.11M 0.37%
5,715
+85
47
$1.08M 0.35%
6,715
+5
48
$1.07M 0.35%
5,346
-966
49
$1.05M 0.34%
8,216
-658
50
$967K 0.32%
2,455
1
2
3 4 5