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
201
$252K 0.04%
3,913
+14
202
$251K 0.04%
3,125
+4
203
$251K 0.04%
3,241
+536
204
$249K 0.04%
2,453
+193
205
$246K 0.04%
3,352
-35
206
$245K 0.04%
+241
207
$245K 0.04%
472
-1
208
$235K 0.04%
+3,508
209
$235K 0.04%
2,499
-1,275
210
$234K 0.04%
+4,495
211
$226K 0.04%
2,834
+288
212
$225K 0.04%
1,727
+92
213
$224K 0.04%
+1,315
214
$221K 0.04%
1,366
+28
215
$220K 0.04%
+2,706
216
$219K 0.04%
3,800
217
$216K 0.04%
517
+13
218
$214K 0.04%
9,329
+141
219
$213K 0.04%
+1,844
220
$211K 0.04%
+3,493
221
$210K 0.04%
1,709
+1
222
$208K 0.04%
+2,381
223
$193K 0.03%
10,516
+160
224
$160K 0.03%
17,600
225
$152K 0.03%
14,937
6 7 8
9
10