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
$155M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.92M
3
+$1.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$384K
5
WPP icon
WPP
WPP
+$332K

Top Sells

1
+$427K
2
+$320K
3
+$277K
4
CSCO icon
Cisco
CSCO
+$265K
5
AMT icon
American Tower
AMT
+$252K

Sector Composition

1 Technology 8.97%
2 Financials 4.8%
3 Industrials 3.51%
4 Consumer Staples 2.73%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.39%
3,022
+612
52
$598K 0.38%
3,134
+4
53
$588K 0.38%
10,834
-840
54
$588K 0.38%
4,894
55
$560K 0.36%
7,200
+300
56
$551K 0.35%
4,325
-135
57
$515K 0.33%
10,036
58
$514K 0.33%
4,736
-740
59
$511K 0.33%
3,613
-566
60
$489K 0.31%
5,145
61
$485K 0.31%
1,484
62
$481K 0.31%
1,278
+76
63
$481K 0.31%
3,085
-30
64
$458K 0.29%
7,110
-1,565
65
$451K 0.29%
22,819
66
$447K 0.29%
5,740
+760
67
$426K 0.27%
7,858
68
$414K 0.27%
1,554
+169
69
$411K 0.26%
15,225
+45
70
$403K 0.26%
4,728
-40
71
$399K 0.26%
5,001
72
$397K 0.26%
6,160
+545
73
$396K 0.25%
2,930
-185
74
$386K 0.25%
7,716
-180
75
$384K 0.25%
3,860
1 2
3
4 5