RZH
Relyea Zuckerberg Hanson Portfolio holdings
AUM
$853M
This Quarter Return
+30.99%
1 Year Return
+18.23%
3 Year Return
+71.51%
5 Year Return
+115.63%
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+37%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
8.38%
Top 10 Holdings %
Top 10 Hldgs %
46.63%
Holding
116
New
10
Increased
30
Reduced
47
Closed
5
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$3.91M |
| 2 |
Vanguard Value ETF
VTV
|
$1.39M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.08M |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
$945K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$732K |
Top Sells
| 1 |
Fastly
FSLY
|
$852K |
| 2 |
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
|
$740K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$526K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$348K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$303K |
Sector Composition
| 1 | Technology | 10.07% |
| 2 | Financials | 5.26% |
| 3 | Industrials | 3.52% |
| 4 | Consumer Staples | 3.02% |
| 5 | Healthcare | 2.87% |
