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
$657M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.87M
3
+$3.62M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.75M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.39M

Top Sells

1
+$1.81M
2
+$1.62M
3
+$859K
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$527K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$446K

Sector Composition

1 Technology 9.23%
2 Financials 4.05%
3 Healthcare 3.17%
4 Industrials 2.31%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.67%
25,312
-601
27
$4.18M 0.64%
19,817
-278
28
$4.12M 0.63%
30,411
+26,752
29
$4.1M 0.62%
24,725
-780
30
$4.09M 0.62%
66,906
-29,641
31
$3.78M 0.58%
159,730
32
$3.69M 0.56%
36,641
+23,710
33
$3.65M 0.56%
7,927
+240
34
$3.49M 0.53%
6,104
+212
35
$3.45M 0.52%
14,178
36
$3.38M 0.52%
28,120
-1,673
37
$3M 0.46%
5,138
-295
38
$2.87M 0.44%
17,718
+216
39
$2.84M 0.43%
24,211
+332
40
$2.76M 0.42%
13,755
+11,897
41
$2.74M 0.42%
9,948
-242
42
$2.4M 0.37%
2,710
+68
43
$2.38M 0.36%
8,366
-384
44
$2.23M 0.34%
294,516
+5,900
45
$2.22M 0.34%
11,061
+883
46
$2.17M 0.33%
12,974
-423
47
$2.02M 0.31%
11,878
-1,606
48
$2.02M 0.31%
11,689
+1,429
49
$2.01M 0.31%
10,188
+217
50
$2M 0.3%
10,075
+14
1
2
3 4 5