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
$657M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.87M
3
+$3.62M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.75M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.39M

Top Sells

1
+$1.81M
2
+$1.62M
3
+$859K
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$527K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$446K

Sector Composition

1 Technology 9.23%
2 Financials 4.05%
3 Healthcare 3.17%
4 Industrials 2.31%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$289K 0.04%
1,611
202
$287K 0.04%
2,487
-151
203
$286K 0.04%
2,037
+78
204
$273K 0.04%
1,479
+61
205
$273K 0.04%
555
+60
206
$273K 0.04%
+3,494
207
$271K 0.04%
521
-18
208
$271K 0.04%
1,584
+252
209
$269K 0.04%
693
+4
210
$266K 0.04%
+1,947
211
$264K 0.04%
568
+14
212
$256K 0.04%
246
-1
213
$255K 0.04%
1,238
+9
214
$255K 0.04%
3,120
+330
215
$252K 0.04%
+2,024
216
$250K 0.04%
3,800
217
$249K 0.04%
+1,975
218
$248K 0.04%
+2,752
219
$247K 0.04%
+549
220
$246K 0.04%
+1,371
221
$243K 0.04%
3,759
+322
222
$239K 0.04%
1,249
-297
223
$238K 0.04%
+4,596
224
$237K 0.04%
3,822
-77
225
$235K 0.04%
1,445
-4
7 8
9
10 11