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
376
$7K ﹤0.01%
+250
377
$7K ﹤0.01%
+190
378
$7K ﹤0.01%
+50
379
$7K ﹤0.01%
+200
380
$7K ﹤0.01%
+259
381
$7K ﹤0.01%
+573
382
$7K ﹤0.01%
+200
383
$6K ﹤0.01%
+164
384
$6K ﹤0.01%
+267
385
$6K ﹤0.01%
+50
386
$6K ﹤0.01%
+139
387
$6K ﹤0.01%
+430
388
$6K ﹤0.01%
+122
389
$6K ﹤0.01%
+125
390
$6K ﹤0.01%
+150
391
$6K ﹤0.01%
+302
392
$6K ﹤0.01%
+75
393
$6K ﹤0.01%
+66
394
$6K ﹤0.01%
+125
395
$6K ﹤0.01%
+181
396
$5K ﹤0.01%
+200
397
$5K ﹤0.01%
+132
398
$5K ﹤0.01%
+160
399
$5K ﹤0.01%
+100
400
$5K ﹤0.01%
+78
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