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
$657M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.87M
3
+$3.62M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.75M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.39M

Top Sells

1
+$1.81M
2
+$1.62M
3
+$859K
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$527K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$446K

Sector Composition

1 Technology 9.23%
2 Financials 4.05%
3 Healthcare 3.17%
4 Industrials 2.31%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.3%
87,831
+489
52
$1.95M 0.3%
3,321
+2
53
$1.88M 0.29%
35,579
+107
54
$1.86M 0.28%
5,276
+215
55
$1.77M 0.27%
8,003
+16
56
$1.72M 0.26%
3,485
-42
57
$1.71M 0.26%
20,477
+913
58
$1.7M 0.26%
5,583
-39
59
$1.66M 0.25%
1,874
-182
60
$1.65M 0.25%
7,390
-354
61
$1.61M 0.25%
9,655
+7
62
$1.61M 0.25%
5,818
+15
63
$1.57M 0.24%
31,505
64
$1.56M 0.24%
3,852
+119
65
$1.53M 0.23%
1,117,405
+88,488
66
$1.43M 0.22%
28,062
+2,817
67
$1.43M 0.22%
34,146
-2,583
68
$1.42M 0.22%
5,415
+1,198
69
$1.37M 0.21%
10,698
-786
70
$1.33M 0.2%
18,466
-30
71
$1.3M 0.2%
6,450
-21
72
$1.29M 0.2%
15,413
+146
73
$1.28M 0.2%
4,447
-390
74
$1.25M 0.19%
+27,576
75
$1.22M 0.19%
2,473
-198
1 2
3
4 5