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
$513M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.34M
3
+$3.92M
4
PG icon
Procter & Gamble
PG
+$2.46M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.39M

Top Sells

1
+$5.84M
2
+$1.7M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.29M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.15M

Sector Composition

1 Technology 9.22%
2 Financials 4.01%
3 Healthcare 3.35%
4 Industrials 3.03%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 0.68%
63,355
+43,076
27
$3.37M 0.66%
39,580
-3,042
28
$3.3M 0.64%
6,268
+372
29
$3.13M 0.61%
22,392
+169
30
$3.12M 0.61%
18,337
+2,805
31
$3.09M 0.6%
30,739
-1,761
32
$2.74M 0.54%
14,348
+1,682
33
$2.58M 0.5%
52,030
+1,170
34
$2.56M 0.5%
7,181
-2,295
35
$2.53M 0.49%
16,147
+1,099
36
$2.49M 0.49%
9,891
-750
37
$2.33M 0.46%
5,694
+671
38
$2.29M 0.45%
22,935
+5,361
39
$2.25M 0.44%
8,651
+3,281
40
$2.24M 0.44%
11,614
41
$2.21M 0.43%
13,030
+244
42
$1.9M 0.37%
37,472
-25,600
43
$1.66M 0.32%
5,602
+1,645
44
$1.64M 0.32%
+35,248
45
$1.64M 0.32%
4,630
+370
46
$1.64M 0.32%
87,096
+318
47
$1.55M 0.3%
9,976
-3,961
48
$1.54M 0.3%
37,533
-142,175
49
$1.52M 0.3%
10,783
+840
50
$1.51M 0.3%
7,994
+19
1
2
3 4 5