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
$155M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.92M
3
+$1.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$384K
5
WPP icon
WPP
WPP
+$332K

Top Sells

1
+$427K
2
+$320K
3
+$277K
4
CSCO icon
Cisco
CSCO
+$265K
5
AMT icon
American Tower
AMT
+$252K

Sector Composition

1 Technology 8.97%
2 Financials 4.8%
3 Industrials 3.51%
4 Consumer Staples 2.73%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.25%
1,740
77
$370K 0.24%
6,112
+275
78
$337K 0.22%
5,245
-105
79
$332K 0.21%
+7,929
80
$332K 0.21%
1,446
+7
81
$320K 0.21%
2,171
+10
82
$319K 0.21%
5,280
-1,663
83
$316K 0.2%
1,790
84
$316K 0.2%
3,797
85
$315K 0.2%
1,379
+7
86
$311K 0.2%
5,348
+178
87
$304K 0.2%
2,506
88
$300K 0.19%
5,680
89
$296K 0.19%
1,389
90
$290K 0.19%
3,800
91
$283K 0.18%
3,748
+68
92
$281K 0.18%
4,430
93
$279K 0.18%
4,580
94
$278K 0.18%
800
95
$277K 0.18%
2,317
-53
96
$263K 0.17%
3,198
-1,050
97
$252K 0.16%
7,273
+322
98
$250K 0.16%
2,977
-319
99
$246K 0.16%
1,208
+8
100
$243K 0.16%
+16,025
1 2 3
4
5