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
351
$9K 0.01%
+250
352
$9K 0.01%
+200
353
$8K ﹤0.01%
+3,000
354
$8K ﹤0.01%
+135
355
$8K ﹤0.01%
+40
356
$8K ﹤0.01%
+140
357
$8K ﹤0.01%
+159
358
$8K ﹤0.01%
+100
359
$8K ﹤0.01%
+1,000
360
$8K ﹤0.01%
+300
361
$8K ﹤0.01%
+200
362
$8K ﹤0.01%
+99
363
$8K ﹤0.01%
+300
364
$8K ﹤0.01%
+221
365
$7K ﹤0.01%
+156
366
$7K ﹤0.01%
+300
367
$7K ﹤0.01%
+238
368
$7K ﹤0.01%
+125
369
$7K ﹤0.01%
+500
370
$7K ﹤0.01%
+150
371
$7K ﹤0.01%
+630
372
$7K ﹤0.01%
+400
373
$7K ﹤0.01%
+307
374
$7K ﹤0.01%
+120
375
$7K ﹤0.01%
+461
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