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
$513M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.34M
3
+$3.92M
4
PG icon
Procter & Gamble
PG
+$2.46M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.39M

Top Sells

1
+$5.84M
2
+$1.7M
3
+$1.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.29M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.15M

Sector Composition

1 Technology 9.22%
2 Financials 4.01%
3 Healthcare 3.35%
4 Industrials 3.03%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$219K 0.04%
1,888
+43
202
$218K 0.04%
+3,121
203
$218K 0.04%
1,635
-419
204
$212K 0.04%
+2,260
205
$211K 0.04%
+2,714
206
$210K 0.04%
4,960
207
$210K 0.04%
+9,188
208
$210K 0.04%
+2,705
209
$209K 0.04%
+1,409
210
$207K 0.04%
3,899
-36
211
$207K 0.04%
+1,338
212
$205K 0.04%
+504
213
$203K 0.04%
+3,542
214
$201K 0.04%
+2,546
215
$200K 0.04%
+1,708
216
$183K 0.04%
+10,356
217
$150K 0.03%
+14,937
218
$148K 0.03%
+12,738
219
$142K 0.03%
+19,958
220
$139K 0.03%
+14,539
221
$138K 0.03%
+13,669
222
$137K 0.03%
+16,221
223
$137K 0.03%
+23,953
224
$134K 0.03%
40,000
225
$113K 0.02%
+10,470
6 7 8
9
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