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
$91.3M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.6M
3
+$2.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.14M

Top Sells

1
+$1.76M
2
+$1.43M
3
+$1.2M
4
MMC icon
Marsh & McLennan
MMC
+$934K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$880K

Sector Composition

1 Technology 9.08%
2 Financials 6.21%
3 Industrials 3.9%
4 Healthcare 3.65%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.46%
7,260
+1,000
52
$418K 0.46%
22,819
53
$416K 0.46%
7,858
54
$412K 0.45%
7,398
55
$411K 0.45%
1,700
-41
56
$396K 0.43%
3,123
+6
57
$381K 0.42%
10,029
-347
58
$377K 0.41%
3,150
+65
59
$369K 0.4%
5,566
+115
60
$363K 0.4%
4,768
61
$362K 0.4%
2,245
-133
62
$355K 0.39%
+6,675
63
$355K 0.39%
1,245
-54
64
$353K 0.39%
6,687
-1,515
65
$349K 0.38%
7,896
66
$344K 0.38%
3,365
67
$341K 0.37%
10,036
68
$333K 0.36%
4,602
-187
69
$330K 0.36%
5,145
-999
70
$326K 0.36%
17,150
71
$318K 0.35%
+5,615
72
$316K 0.35%
1,491
-33
73
$315K 0.34%
2,303
+96
74
$300K 0.33%
5,591
+121
75
$290K 0.32%
15,180
-2,100
1 2
3
4 5