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
$186M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.72M
3
+$2.71M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$622K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$599K

Top Sells

1
+$555K
2
+$408K
3
+$332K
4
CRM icon
Salesforce
CRM
+$205K
5
DIS icon
Walt Disney
DIS
+$200K

Sector Composition

1 Technology 8.52%
2 Financials 4.52%
3 Industrials 3.27%
4 Healthcare 2.34%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.21%
5,245
77
$382K 0.2%
4,430
78
$381K 0.2%
2,161
-10
79
$373K 0.2%
5,759
-353
80
$373K 0.2%
1,365
-189
81
$358K 0.19%
1,372
-7
82
$354K 0.19%
3,797
83
$349K 0.19%
3,800
84
$328K 0.18%
5,835
+155
85
$327K 0.18%
1,546
+157
86
$326K 0.17%
2,506
87
$324K 0.17%
5,230
-50
88
$320K 0.17%
1,790
89
$315K 0.17%
3,200
+2
90
$314K 0.17%
4,580
91
$313K 0.17%
5,326
-22
92
$303K 0.16%
5,300
+1,440
93
$298K 0.16%
1,389
-57
94
$297K 0.16%
+13,902
95
$287K 0.15%
3,680
-68
96
$278K 0.15%
2,307
-10
97
$276K 0.15%
9,104
+457
98
$273K 0.15%
2,979
+2
99
$266K 0.14%
808
+8
100
$261K 0.14%
1,500
1 2 3
4
5