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
$571M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.83M
3
+$1.56M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$968K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Top Sells

1
+$1.9M
2
+$918K
3
+$577K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$405K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$359K

Sector Composition

1 Technology 8.96%
2 Financials 4.2%
3 Healthcare 3.39%
4 Industrials 3.26%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$373K 0.07%
820
+36
152
$372K 0.07%
4,334
+49
153
$369K 0.06%
4,372
154
$368K 0.06%
5,093
+214
155
$356K 0.06%
3,451
+27
156
$355K 0.06%
2,701
-187
157
$353K 0.06%
4,068
+13
158
$352K 0.06%
2,366
+55
159
$352K 0.06%
633
+7
160
$351K 0.06%
1,805
+373
161
$347K 0.06%
1,885
+60
162
$342K 0.06%
1,093
+34
163
$341K 0.06%
868
+5
164
$340K 0.06%
8,102
+86
165
$339K 0.06%
5,849
+222
166
$337K 0.06%
1,428
+509
167
$336K 0.06%
6,247
+1,860
168
$333K 0.06%
1,563
+19
169
$332K 0.06%
18,872
+447
170
$330K 0.06%
4,714
+258
171
$328K 0.06%
1,717
+59
172
$326K 0.06%
29,427
173
$323K 0.06%
5,100
+248
174
$322K 0.06%
3,835
+1,121
175
$316K 0.06%
3,504
+82
5 6
7
8 9