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
$596M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.42M
3
+$2.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.84M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Top Sells

1
+$8.09M
2
+$1.26M
3
+$870K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$589K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$552K

Sector Composition

1 Technology 9.59%
2 Financials 4.08%
3 Healthcare 3.2%
4 Industrials 2.41%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.29%
9,971
+135
52
$1.65M 0.28%
10,260
+740
53
$1.63M 0.27%
7,744
+139
54
$1.62M 0.27%
7,987
+2,240
55
$1.56M 0.26%
3,527
+90
56
$1.54M 0.26%
5,061
-78
57
$1.53M 0.26%
6,471
+136
58
$1.5M 0.25%
19,564
+930
59
$1.47M 0.25%
9,648
-262
60
$1.43M 0.24%
5,622
-34
61
$1.41M 0.24%
36,729
-2,219
62
$1.39M 0.23%
5,803
+83
63
$1.38M 0.23%
31,505
-672
64
$1.36M 0.23%
11,484
+1,033
65
$1.3M 0.22%
12,931
+1,445
66
$1.3M 0.22%
1,028,917
67
$1.28M 0.22%
3,733
-43
68
$1.27M 0.21%
25,245
+3,022
69
$1.26M 0.21%
35,365
+14,990
70
$1.23M 0.21%
4,837
-86
71
$1.21M 0.2%
2,671
+828
72
$1.18M 0.2%
18,496
+2,340
73
$1.18M 0.2%
15,267
+268
74
$1.17M 0.2%
5,467
-183
75
$1.15M 0.19%
9,286
+862
1 2
3
4 5