RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $420M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.16M
3
+$989K
4
SLB icon
SLB Ltd
SLB
+$666K
5
CVX icon
Chevron
CVX
+$645K

Top Sells

1
+$2.81M
2
+$2.05M
3
+$1.89M
4
T icon
AT&T
T
+$1.84M
5
KO icon
Coca-Cola
KO
+$1.76M

Sector Composition

1 Healthcare 17.2%
2 Industrials 14%
3 Consumer Staples 11.55%
4 Energy 10.59%
5 Financials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K 0.01%
+1,000
252
$25K 0.01%
+1,392
253
$25K 0.01%
+217
254
$25K 0.01%
+216
255
$24K 0.01%
+413
256
$24K 0.01%
+882
257
$24K 0.01%
+533
258
$24K 0.01%
+275
259
$23K 0.01%
225
-27,537
260
$23K 0.01%
+2,150
261
$22K 0.01%
+2,654
262
$22K 0.01%
+3,500
263
$22K 0.01%
+456
264
$22K 0.01%
+302
265
$22K 0.01%
+368
266
$21K 0.01%
+512
267
$21K 0.01%
+492
268
$21K 0.01%
+1,180
269
$21K 0.01%
+1,260
270
$21K 0.01%
+1,380
271
$21K 0.01%
+330
272
$20K 0.01%
+1,450
273
$20K 0.01%
+200
274
$20K 0.01%
+689
275
$20K 0.01%
+150
9 10
11
12 13