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
$253M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$517K
2
+$499K
3
+$283K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$266K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$246K

Top Sells

1
+$956K
2
+$901K
3
+$650K
4
V icon
Visa
V
+$428K
5
FL
Foot Locker
FL
+$410K

Sector Composition

1 Healthcare 11.11%
2 Financials 9.19%
3 Consumer Staples 8.62%
4 Communication Services 8.23%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53K 0.02%
+957
252
$52K 0.02%
+637
253
$52K 0.02%
+983
254
$51K 0.02%
+193
255
$51K 0.02%
+880
256
$50K 0.02%
+1,122
257
$50K 0.02%
+1,236
258
$49K 0.02%
+2,813
259
$49K 0.02%
+1,116
260
$48K 0.02%
+1,601
261
$48K 0.02%
+1,315
262
$47K 0.02%
+1,012
263
$46K 0.02%
+1,316
264
$46K 0.02%
+682
265
$46K 0.02%
+1,200
266
$44K 0.02%
+89
267
$44K 0.02%
+300
268
$43K 0.02%
+3,402
269
$43K 0.02%
+300
270
$42K 0.02%
+330
271
$42K 0.02%
+868
272
$42K 0.02%
+894
273
$41K 0.02%
+244
274
$41K 0.02%
+341
275
$41K 0.02%
+771
9 10
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