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
$742M
AUM Growth
-$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$2M
3
+$1.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$847K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$348K

Top Sells

1
+$1.41M
2
+$1.2M
3
+$1.1M
4
ABNB icon
Airbnb
ABNB
+$731K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Technology 10.62%
2 Financials 4.57%
3 Healthcare 3.73%
4 Communication Services 2.19%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.19%
27,576
77
$1.35M 0.18%
5,203
-824
78
$1.33M 0.18%
4,389
-49
79
$1.32M 0.18%
34,392
+959
80
$1.29M 0.17%
21,304
+710
81
$1.28M 0.17%
8,476
-597
82
$1.16M 0.16%
4,892
+55
83
$1.15M 0.16%
12,405
+2,884
84
$1.15M 0.15%
8,887
-1,841
85
$1.14M 0.15%
11,044
86
$1.14M 0.15%
7,176
+324
87
$1.11M 0.15%
9,538
-1,844
88
$1.07M 0.14%
1,967
-368
89
$1.04M 0.14%
16,804
+5,624
90
$1.03M 0.14%
1,836
91
$1.02M 0.14%
1,518
+20
92
$1.02M 0.14%
4,822
-452
93
$1.01M 0.14%
1,081
+38
94
$989K 0.13%
11,021
-790
95
$960K 0.13%
2,580
-3
96
$952K 0.13%
5,692
+333
97
$950K 0.13%
6,547
+44
98
$906K 0.12%
18,214
+26
99
$901K 0.12%
10,731
+42
100
$869K 0.12%
1,865
+253
2 3
4
5 6