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
$596M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.42M
3
+$2.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.84M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Top Sells

1
+$8.09M
2
+$1.26M
3
+$870K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$589K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$552K

Sector Composition

1 Technology 9.59%
2 Financials 4.08%
3 Healthcare 3.2%
4 Industrials 2.41%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.08%
14,835
+394
127
$493K 0.08%
2,376
+45
128
$493K 0.08%
1,971
+197
129
$483K 0.08%
1,646
-37
130
$482K 0.08%
1,543
-101
131
$477K 0.08%
2,058
+56
132
$462K 0.08%
10,547
-5,015
133
$454K 0.08%
1,719
+673
134
$451K 0.08%
3,158
+16
135
$446K 0.07%
3,659
136
$445K 0.07%
5,262
137
$443K 0.07%
4,315
-307
138
$433K 0.07%
16,710
-1,440
139
$430K 0.07%
8,394
+258
140
$422K 0.07%
143,575
141
$409K 0.07%
6,396
+22
142
$408K 0.07%
2,097
+429
143
$407K 0.07%
966
+98
144
$405K 0.07%
4,372
145
$401K 0.07%
610
+5
146
$398K 0.07%
4,455
+121
147
$396K 0.07%
5,368
+275
148
$395K 0.07%
1,813
+119
149
$393K 0.07%
+3,463
150
$391K 0.07%
20,443
+1,571
4 5
6
7 8