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
$742M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$2M
3
+$1.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$847K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$348K

Top Sells

1
+$1.41M
2
+$1.2M
3
+$1.1M
4
ABNB icon
Airbnb
ABNB
+$731K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Technology 10.62%
2 Financials 4.57%
3 Healthcare 3.73%
4 Communication Services 2.19%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.95M 0.8%
31,278
-828
27
$5.6M 0.75%
22,837
-84
28
$5.4M 0.73%
32,556
-1,520
29
$5.26M 0.71%
55,588
-3,976
30
$5.23M 0.7%
59,942
+1,277
31
$5.09M 0.69%
24,314
+224
32
$5.05M 0.68%
14,419
-492
33
$4.75M 0.64%
58,086
+1,371
34
$4.47M 0.6%
28,641
+959
35
$4.35M 0.59%
8,177
+178
36
$4.31M 0.58%
27,892
+14
37
$4.27M 0.57%
25,032
-214
38
$4.16M 0.56%
35,005
+656
39
$3.97M 0.54%
13,003
+105
40
$3.97M 0.53%
6,881
+113
41
$3.6M 0.49%
27,502
-2,909
42
$3.37M 0.45%
11,691
43
$3.24M 0.44%
28,233
44
$3.15M 0.42%
23,717
+108
45
$2.75M 0.37%
8,802
-531
46
$2.72M 0.37%
13,756
+1
47
$2.65M 0.36%
37,065
+1,481
48
$2.6M 0.35%
3,146
+113
49
$2.52M 0.34%
6,866
-79
50
$2.31M 0.31%
13,807
+530
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