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
$596M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.42M
3
+$2.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.84M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Top Sells

1
+$8.09M
2
+$1.26M
3
+$870K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$589K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$552K

Sector Composition

1 Technology 9.59%
2 Financials 4.08%
3 Healthcare 3.2%
4 Industrials 2.41%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.06%
1,168
+33
152
$383K 0.06%
2,625
153
$378K 0.06%
3,552
154
$376K 0.06%
4,009
-59
155
$374K 0.06%
9,076
+974
156
$373K 0.06%
13,346
+2,204
157
$364K 0.06%
+3,378
158
$361K 0.06%
2,268
-457
159
$359K 0.06%
4,857
+1,616
160
$358K 0.06%
3,690
+186
161
$357K 0.06%
6,014
+165
162
$357K 0.06%
1,617
+92
163
$356K 0.06%
1,670
+107
164
$351K 0.06%
1,119
+26
165
$351K 0.06%
939
-70
166
$348K 0.06%
3,458
+7
167
$339K 0.06%
1,581
+21
168
$339K 0.06%
1,858
-27
169
$338K 0.06%
1,951
+125
170
$337K 0.06%
2,719
+18
171
$335K 0.06%
4,300
-860
172
$334K 0.06%
5,270
+170
173
$334K 0.06%
766
-74
174
$334K 0.06%
6,247
175
$316K 0.05%
1,827
+110
5 6
7
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