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
$445M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.17M
3
+$1.95M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.85M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.67M

Top Sells

1
+$8.42M
2
+$4.26M
3
+$3.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.63M

Sector Composition

1 Technology 8.95%
2 Financials 3.92%
3 Healthcare 3.35%
4 Industrials 2.74%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.07%
2,222
-808
152
$295K 0.07%
4,230
+88
153
$292K 0.07%
+1,041
154
$287K 0.06%
1,443
-23
155
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4,027
156
$280K 0.06%
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157
$278K 0.06%
15,814
158
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160
$268K 0.06%
2,255
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161
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162
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163
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2,988
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164
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165
$261K 0.06%
4,599
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166
$260K 0.06%
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167
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560
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168
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169
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171
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5,558
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172
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554
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173
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+1,323
174
$246K 0.06%
2,518
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175
$238K 0.05%
535
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7
8 9