RZH

Relyea Zuckerberg Hanson Portfolio holdings

AUM $990M
1-Year Est. Return 21.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$9.93M
2 +$2.63M
3 +$2.22M
4
AAPL icon
Apple
AAPL
+$2.09M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.03M

Top Sells

1 +$1.44M
2 +$814K
3 +$600K
4
BMEZ icon
BlackRock Health Sciences Trust II
BMEZ
+$579K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K

Sector Composition

1 Technology 8.08%
2 Financials 4.07%
3 Industrials 3.36%
4 Consumer Discretionary 2.2%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,390
152
-21,456