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
$596M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.42M
3
+$2.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.84M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Top Sells

1
+$8.09M
2
+$1.26M
3
+$870K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$589K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$552K

Sector Composition

1 Technology 9.59%
2 Financials 4.08%
3 Healthcare 3.2%
4 Industrials 2.41%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 0.72%
25,913
+685
27
$4.06M 0.68%
20,095
+271
28
$3.89M 0.65%
+159,730
29
$3.35M 0.56%
29,793
-619
30
$3.13M 0.52%
7,687
+280
31
$3.05M 0.51%
14,178
-570
32
$2.97M 0.5%
5,892
+867
33
$2.77M 0.46%
5,433
-441
34
$2.75M 0.46%
23,879
+1,419
35
$2.74M 0.46%
12,117
-121
36
$2.67M 0.45%
10,190
+220
37
$2.56M 0.43%
17,502
+503
38
$2.46M 0.41%
13,397
+833
39
$2.39M 0.4%
2,642
+167
40
$2.38M 0.4%
4,971
-2,629
41
$2.3M 0.39%
8,750
-482
42
$2.22M 0.37%
13,484
-208
43
$2.13M 0.36%
288,616
+8,769
44
$2.1M 0.35%
47,711
-19,791
45
$2.01M 0.34%
+10,178
46
$1.91M 0.32%
3,319
+992
47
$1.87M 0.31%
87,342
48
$1.84M 0.31%
10,061
+2,000
49
$1.75M 0.29%
2,056
+88
50
$1.73M 0.29%
35,472
+119
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2
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