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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.76%
2 Technology 8.62%
3 Industrials 6.15%
4 Consumer Staples 4.08%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.21%
+2,532
102
$210K 0.2%
+1,683
103
$207K 0.2%
+1,500
104
$190K 0.18%
+75,000
105
$78K 0.07%
+60,690