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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.33M
3
+$5.88M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.76%
2 Technology 8.62%
3 Industrials 6.15%
4 Consumer Staples 4.08%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472K 0.45%
+8,202
52
$447K 0.43%
+2,378
53
$437K 0.42%
+7,896
54
$435K 0.42%
+3,365
55
$432K 0.41%
+6,144
56
$422K 0.41%
+4,768
57
$421K 0.4%
+7,858
58
$419K 0.4%
+6,260
59
$417K 0.4%
+17,280
60
$410K 0.39%
+5,900
61
$401K 0.39%
+13,595
62
$389K 0.37%
+3,860
63
$388K 0.37%
+2,000
64
$382K 0.37%
+1,299
65
$379K 0.36%
+3,085
66
$376K 0.36%
+2,207
67
$375K 0.36%
+5,451
68
$373K 0.36%
+1,524
69
$358K 0.34%
+4,426
70
$344K 0.33%
+17,150
71
$336K 0.32%
+5,470
72
$330K 0.32%
+3,798
73
$327K 0.31%
+1,834
74
$323K 0.31%
+3,797
75
$320K 0.31%
+3,819
1 2
3
4 5