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
$742M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$2M
3
+$1.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$847K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$348K

Top Sells

1
+$1.41M
2
+$1.2M
3
+$1.1M
4
ABNB icon
Airbnb
ABNB
+$731K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Technology 10.62%
2 Financials 4.57%
3 Healthcare 3.73%
4 Communication Services 2.19%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.31%
77,665
+1,205
52
$2.21M 0.3%
4,216
-376
53
$2.2M 0.3%
8,591
-295
54
$2.18M 0.29%
39,632
-21,719
55
$2.08M 0.28%
10,773
-625
56
$2.07M 0.28%
3,770
+85
57
$2.04M 0.28%
10,541
+3
58
$1.95M 0.26%
125,377
59
$1.95M 0.26%
88,328
+238
60
$1.93M 0.26%
6,192
+104
61
$1.93M 0.26%
2,037
+84
62
$1.9M 0.26%
947,405
-50,000
63
$1.86M 0.25%
31,505
64
$1.83M 0.25%
29,729
+350
65
$1.83M 0.25%
22,181
+827
66
$1.79M 0.24%
7,353
-1
67
$1.78M 0.24%
3,284
-32
68
$1.73M 0.23%
273,838
-20,678
69
$1.69M 0.23%
33,018
+72
70
$1.62M 0.22%
32,583
-2,163
71
$1.59M 0.21%
7,959
+3
72
$1.57M 0.21%
10,442
-1,099
73
$1.51M 0.2%
14,923
+73
74
$1.46M 0.2%
10,453
+89
75
$1.39M 0.19%
15,843
+55
1 2
3
4 5