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
201
– –
-1,514
202
– –
-2,211
203
– –
-1,022
5 6 7 8
9