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
$91.3M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.6M
3
+$2.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.14M

Top Sells

1
+$1.76M
2
+$1.43M
3
+$1.2M
4
MMC icon
Marsh & McLennan
MMC
+$934K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$880K

Sector Composition

1 Technology 9.08%
2 Financials 6.21%
3 Industrials 3.9%
4 Healthcare 3.65%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.31%
5,835
+1
77
$279K 0.31%
3,798
78
$278K 0.3%
4,426
79
$276K 0.3%
8,836
80
$273K 0.3%
12,386
-1,209
81
$273K 0.3%
6,957
+393
82
$267K 0.29%
2,520
+56
83
$265K 0.29%
3,860
84
$261K 0.29%
1,843
+9
85
$256K 0.28%
5,931
+1,291
86
$256K 0.28%
4,400
-160
87
$254K 0.28%
1,740
-260
88
$244K 0.27%
3,884
+87
89
$244K 0.27%
1,478
+39
90
$243K 0.27%
1,489
+76
91
$242K 0.26%
3,097
-2,776
92
$231K 0.25%
7,450
+33
93
$229K 0.25%
1,389
94
$222K 0.24%
3,963
+144
95
$214K 0.23%
1,280
+98
96
$209K 0.23%
4,441
-30,377
97
$206K 0.23%
4,400
98
$206K 0.23%
3,798
+3
99
$203K 0.22%
828
+28
100
$203K 0.22%
1,500
1 2 3
4
5