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
$277M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.33M
3
+$2.54M
4
FSLY icon
Fastly
FSLY
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.79M

Top Sells

1
+$4.54M
2
+$4.11M
3
+$1.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.11M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$995K

Sector Composition

1 Technology 8.39%
2 Financials 3.56%
3 Industrials 3.16%
4 Healthcare 2.81%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$797K 0.29%
5,939
+259
52
$789K 0.28%
8,203
+63
53
$776K 0.28%
28,045
+7,004
54
$749K 0.27%
2,714
-132
55
$747K 0.27%
2,429
56
$745K 0.27%
13,291
+728
57
$741K 0.27%
1,568
+82
58
$740K 0.27%
13,224
+16
59
$728K 0.26%
6,014
60
$719K 0.26%
2,690
61
$708K 0.26%
3,066
+113
62
$701K 0.25%
3,596
+109
63
$699K 0.25%
1,383
+183
64
$692K 0.25%
2,434
+45
65
$683K 0.25%
143,575
66
$667K 0.24%
7,032
+1,340
67
$667K 0.24%
4,045
-1,162
68
$659K 0.24%
7,549
+305
69
$624K 0.23%
2,130
+295
70
$607K 0.22%
4,260
71
$602K 0.22%
3,388
-128
72
$576K 0.21%
14,884
-392
73
$570K 0.21%
4,800
+1,193
74
$559K 0.2%
6,413
75
$558K 0.2%
6,733
1 2
3
4 5