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
$410M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.75M
3
+$3.59M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.22M

Top Sells

1
+$937K
2
+$801K
3
+$466K
4
VUG icon
Vanguard Growth ETF
VUG
+$359K
5
MMM icon
3M
MMM
+$343K

Sector Composition

1 Technology 10.01%
2 Financials 4.06%
3 Industrials 2.7%
4 Healthcare 2.58%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$275K 0.07%
2,244
+37
152
$274K 0.07%
+2,723
153
$270K 0.07%
2,754
+269
154
$267K 0.07%
4,142
+401
155
$267K 0.07%
+2,094
156
$266K 0.06%
3,212
157
$263K 0.06%
1,177
-93
158
$261K 0.06%
2,645
-3
159
$257K 0.06%
1,302
+36
160
$256K 0.06%
+5,462
161
$253K 0.06%
4,027
-424
162
$253K 0.06%
534
+12
163
$252K 0.06%
2,590
+550
164
$248K 0.06%
+3,560
165
$247K 0.06%
1,022
+181
166
$244K 0.06%
12,667
-708
167
$243K 0.06%
+545
168
$239K 0.06%
4,557
-1,083
169
$233K 0.06%
+694
170
$224K 0.05%
+2,781
171
$222K 0.05%
+2,533
172
$220K 0.05%
+535
173
$218K 0.05%
+3,122
174
$213K 0.05%
+2,211
175
$213K 0.05%
2,752
-217
4 5 6
7
8