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
$657M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.87M
3
+$3.62M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.75M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.39M

Top Sells

1
+$1.81M
2
+$1.62M
3
+$859K
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$527K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$446K

Sector Composition

1 Technology 9.23%
2 Financials 4.05%
3 Healthcare 3.17%
4 Industrials 2.31%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$551K 0.08%
2,104
-55
127
$547K 0.08%
4,079
-201
128
$541K 0.08%
5,624
-1,307
129
$540K 0.08%
2,052
-39
130
$522K 0.08%
1,620
+77
131
$514K 0.08%
4,910
-1
132
$510K 0.08%
5,227
+927
133
$506K 0.08%
14,664
-171
134
$506K 0.08%
10,576
+29
135
$496K 0.08%
4,316
+1
136
$494K 0.08%
5,262
137
$479K 0.07%
1,383
-263
138
$476K 0.07%
1,721
+2
139
$474K 0.07%
4,242
-213
140
$474K 0.07%
143,575
141
$466K 0.07%
21,170
+727
142
$465K 0.07%
980
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143
$464K 0.07%
2,727
+120
144
$458K 0.07%
1,689
+72
145
$455K 0.07%
2,059
+232
146
$447K 0.07%
2,918
+199
147
$445K 0.07%
8,458
+64
148
$442K 0.07%
2,342
+74
149
$441K 0.07%
15,250
+1,904
150
$441K 0.07%
2,133
+36
4 5
6
7 8