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
$277M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.33M
3
+$2.54M
4
FSLY icon
Fastly
FSLY
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.79M

Top Sells

1
+$4.54M
2
+$4.11M
3
+$1.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.11M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$995K

Sector Composition

1 Technology 8.39%
2 Financials 3.56%
3 Industrials 3.16%
4 Healthcare 2.81%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.69%
36,416
-7,269
27
$1.87M 0.67%
29,699
+23,049
28
$1.8M 0.65%
11,028
+142
29
$1.79M 0.65%
5,462
-3,032
30
$1.78M 0.64%
41,441
+5,194
31
$1.43M 0.52%
45,168
-8,473
32
$1.37M 0.5%
5,142
+675
33
$1.34M 0.48%
41,734
-771
34
$1.3M 0.47%
10,957
-316
35
$1.23M 0.44%
8,211
+45
36
$1.2M 0.43%
1,117,405
37
$1.19M 0.43%
16,614
-630
38
$1.13M 0.41%
11,825
+365
39
$1.02M 0.37%
18,097
+8,077
40
$970K 0.35%
30,772
-12,050
41
$939K 0.34%
7,435
+775
42
$927K 0.33%
26,574
43
$904K 0.33%
6,688
+5
44
$894K 0.32%
8,552
-288
45
$878K 0.32%
19,227
-35,717
46
$827K 0.3%
4,549
47
$826K 0.3%
27,319
48
$817K 0.3%
3,080
+455
49
$811K 0.29%
4,858
-407
50
$810K 0.29%
10,251
+204
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2
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