RZH
Relyea Zuckerberg Hanson Portfolio holdings
AUM
$853M
This Quarter Return
-18.89%
1 Year Return
+18.23%
3 Year Return
+71.51%
5 Year Return
+115.63%
10 Year Return
–
AUM
$91.3M
AUM Growth
+$91.3M
(-12%)
Cap. Flow
+$7.68M
Cap. Flow
% of AUM
8.4%
Top 10 Holdings %
Top 10 Hldgs %
42.2%
Holding
116
New
11
Increased
39
Reduced
34
Closed
10
Top Buys
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
$3.65M |
| 2 |
Vanguard S&P 500 Growth ETF
VOOG
|
$3.61M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.31M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.42M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.14M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.76M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$1.43M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$1.2M |
| 4 |
Marsh & McLennan
MMC
|
$934K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$880K |
Sector Composition
| 1 | Technology | 9.08% |
| 2 | Financials | 6.21% |
| 3 | Industrials | 3.9% |
| 4 | Healthcare | 3.65% |
| 5 | Consumer Staples | 3.6% |
