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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.33M
3
+$5.88M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.76%
2 Technology 8.62%
3 Industrials 6.15%
4 Consumer Staples 4.08%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.3%
+2,464
77
$315K 0.3%
+6,564
78
$309K 0.3%
+5,834
79
$307K 0.29%
+4,000
80
$305K 0.29%
+4,560
81
$299K 0.29%
+3,926
82
$298K 0.29%
+1,413
83
$297K 0.29%
+5,524
84
$296K 0.28%
+8,836
85
$289K 0.28%
+1,389
86
$284K 0.27%
+1,439
87
$281K 0.27%
+4,603
88
$281K 0.27%
+3,285
89
$277K 0.27%
+4,640
90
$276K 0.27%
+7,417
91
$257K 0.25%
+4,400
92
$256K 0.25%
+4,399
93
$243K 0.23%
+566
94
$243K 0.23%
+1,352
95
$243K 0.23%
+1,182
96
$230K 0.22%
+2,506
97
$227K 0.22%
+3,795
98
$218K 0.21%
+2,565
99
$218K 0.21%
+800
100
$217K 0.21%
+2,301
1 2 3
4
5