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
201
$264K 0.04%
+2,638
202
$262K 0.04%
+6,745
203
$260K 0.04%
554
+37
204
$259K 0.04%
2,889
-236
205
$256K 0.04%
1,959
+30
206
$251K 0.04%
1,449
+18
207
$248K 0.04%
15,814
208
$245K 0.04%
10,953
-23
209
$235K 0.04%
+1,787
210
$231K 0.04%
2,017
+19
211
$227K 0.04%
+689
212
$226K 0.04%
+1,332
213
$223K 0.04%
247
+6
214
$220K 0.04%
1,418
+52
215
$220K 0.04%
+495
216
$220K 0.04%
1,848
+4
217
$218K 0.04%
3,899
-14
218
$218K 0.04%
3,800
219
$217K 0.04%
+1,229
220
$215K 0.04%
3,018
+312
221
$212K 0.04%
1,355
+40
222
$207K 0.03%
3,437
-56
223
$207K 0.03%
1,709
224
$203K 0.03%
+1,108
225
$152K 0.03%
14,937
7 8
9
10 11