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
351
$18K 0.01%
+225
352
$18K 0.01%
+600
353
$17K 0.01%
+940
354
$17K 0.01%
+664
355
$16K 0.01%
+103
356
$16K 0.01%
+108
357
$16K 0.01%
+130
358
$16K 0.01%
+260
359
$15K 0.01%
+125
360
$15K 0.01%
+510
361
$15K 0.01%
+406
362
$15K 0.01%
+731
363
$15K 0.01%
+2,207
364
$15K 0.01%
+195
365
$15K 0.01%
+1,100
366
$14K 0.01%
+130
367
$14K 0.01%
+106
368
$14K 0.01%
+30
369
$14K 0.01%
+500
370
$14K 0.01%
+1,000
371
$14K 0.01%
+350
372
$14K 0.01%
+210
373
$13K 0.01%
+280
374
$13K 0.01%
+165
375
$13K 0.01%
+180
13 14
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