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
$277M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.33M
3
+$2.54M
4
FSLY icon
Fastly
FSLY
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.79M

Top Sells

1
+$4.54M
2
+$4.11M
3
+$1.63M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.11M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$995K

Sector Composition

1 Technology 8.39%
2 Financials 3.56%
3 Industrials 3.16%
4 Healthcare 2.81%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$552K 0.2%
1,625
+17
77
$550K 0.2%
4,973
+370
78
$543K 0.2%
3,780
-5
79
$536K 0.19%
5,039
-31
80
$531K 0.19%
2,063
+134
81
$521K 0.19%
17,152
-165
82
$521K 0.19%
6,046
+385
83
$515K 0.19%
4,594
+197
84
$513K 0.19%
9,465
-328
85
$496K 0.18%
2,195
-286
86
$462K 0.17%
9,645
87
$454K 0.16%
4,815
+663
88
$449K 0.16%
14,655
+478
89
$436K 0.16%
14,434
-299
90
$434K 0.16%
3,332
+228
91
$424K 0.15%
+8,815
92
$424K 0.15%
5,902
93
$421K 0.15%
1,571
+27
94
$414K 0.15%
9,055
95
$413K 0.15%
5,046
+619
96
$401K 0.14%
7,163
97
$400K 0.14%
9,988
+3,214
98
$399K 0.14%
5,262
99
$392K 0.14%
8,952
-1,664
100
$381K 0.14%
10,037
+1,468
2 3
4
5 6