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
176
$315K 0.05%
1,443
+16
177
$314K 0.05%
672
-148
178
$311K 0.05%
3,836
+1
179
$311K 0.05%
4,004
+322
180
$300K 0.05%
2,727
+274
181
$300K 0.05%
+3,404
182
$299K 0.05%
2,946
+51
183
$298K 0.05%
7,609
-1,831
184
$297K 0.05%
2,790
+180
185
$296K 0.05%
4,520
-194
186
$295K 0.05%
1,292
-23
187
$293K 0.05%
4,643
-488
188
$292K 0.05%
539
+67
189
$290K 0.05%
4,517
+22
190
$289K 0.05%
2,114
-252
191
$287K 0.05%
365
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192
$287K 0.05%
567
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193
$284K 0.05%
1,546
-259
194
$277K 0.05%
+3,085
195
$276K 0.05%
2,508
-159
196
$275K 0.05%
1,611
197
$273K 0.05%
3,761
-65
198
$273K 0.05%
346
-32
199
$273K 0.05%
1,997
+289
200
$265K 0.04%
7,012
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