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
$257M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.96M
3
+$1.4M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.33M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.23M

Top Sells

1
+$508K
2
+$456K
3
+$438K
4
MSFT icon
Microsoft
MSFT
+$413K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$377K

Sector Composition

1 Technology 6.84%
2 Financials 4.19%
3 Industrials 3.81%
4 Healthcare 2.1%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$872K 0.34%
2,655
+214
52
$851K 0.33%
+8,700
53
$790K 0.31%
19,063
+165
54
$772K 0.3%
4,449
+166
55
$771K 0.3%
10,314
-6,098
56
$742K 0.29%
3,142
57
$730K 0.28%
11,821
+262
58
$728K 0.28%
5,210
+527
59
$728K 0.28%
3,266
+480
60
$722K 0.28%
4,270
+361
61
$718K 0.28%
11,779
+792
62
$700K 0.27%
2,013
+138
63
$699K 0.27%
17,280
64
$697K 0.27%
6,385
+59
65
$693K 0.27%
4,325
-490
66
$682K 0.26%
4,769
+18
67
$670K 0.26%
3,417
+114
68
$669K 0.26%
17,146
+176
69
$664K 0.26%
5,429
+55
70
$625K 0.24%
1,391
+49
71
$579K 0.22%
+21,456
72
$564K 0.22%
1,661
+535
73
$560K 0.22%
5,187
+144
74
$557K 0.22%
3,295
+113
75
$555K 0.22%
7,110
1 2
3
4 5