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
$276M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$2.36M
3
+$2.15M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.95M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.66M

Top Sells

1
+$930K
2
+$802K
3
+$579K
4
MMC icon
Marsh & McLennan
MMC
+$567K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$501K

Sector Composition

1 Technology 8.08%
2 Financials 4.07%
3 Industrials 3.36%
4 Consumer Discretionary 2.2%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.36%
2,455
+161
52
$974K 0.35%
+25,600
53
$946K 0.34%
2,690
-835
54
$931K 0.34%
5,726
+516
55
$917K 0.33%
5,082
56
$909K 0.33%
143,575
+68,575
57
$894K 0.32%
3,630
+213
58
$887K 0.32%
14,994
59
$880K 0.32%
8,700
60
$870K 0.32%
4,529
+80
61
$802K 0.29%
11,099
62
$780K 0.28%
3,629
+487
63
$769K 0.28%
2,165
+152
64
$759K 0.28%
5,753
+566
65
$743K 0.27%
1,542
+151
66
$734K 0.27%
+2,135
67
$727K 0.26%
4,696
-73
68
$709K 0.26%
11,794
+15
69
$709K 0.26%
2,785
+1,149
70
$681K 0.25%
5,482
+53
71
$679K 0.25%
2,157
+354
72
$669K 0.24%
6,385
73
$664K 0.24%
4,917
+972
74
$657K 0.24%
15,299
-5,899
75
$656K 0.24%
16,444
-2,619
1 2
3
4 5