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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$6.33M
3
+$5.88M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.76%
2 Technology 8.62%
3 Industrials 6.15%
4 Consumer Staples 4.08%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.49M 6.23%
+54,170
2
$6.33M 6.07%
+126,379
3
$5.88M 5.64%
+32,249
4
$4.3M 4.13%
+102,573
5
$3.58M 3.43%
+66,521
6
$3.44M 3.31%
+30,901
7
$3.39M 3.25%
+20,698
8
$3.12M 3%
+42,504
9
$3.12M 2.99%
+15,680
10
$3.07M 2.94%
+22,473
11
$3.05M 2.93%
+22,283
12
$2.38M 2.29%
+13,534
13
$2.38M 2.28%
+7,394
14
$2.31M 2.22%
+14,655
15
$2.24M 2.15%
+50,802
16
$2.15M 2.07%
+34,818
17
$2.08M 2%
+64,554
18
$1.53M 1.47%
+11,175
19
$1.45M 1.39%
+11,263
20
$1.42M 1.36%
+8,006
21
$1.2M 1.15%
+9,515
22
$1.14M 1.1%
+25,677
23
$1.13M 1.09%
+5,281
24
$1.13M 1.08%
+7,735
25
$1.08M 1.03%
+23,850
1
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