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
376
$13K 0.01%
+100
377
$13K 0.01%
+500
378
$12K ﹤0.01%
+255
379
$12K ﹤0.01%
+117
380
$12K ﹤0.01%
+854
381
$12K ﹤0.01%
+40
382
$12K ﹤0.01%
+131
383
$12K ﹤0.01%
+200
384
$12K ﹤0.01%
+151
385
$12K ﹤0.01%
+731
386
$11K ﹤0.01%
+55
387
$11K ﹤0.01%
+83
388
$11K ﹤0.01%
+127
389
$11K ﹤0.01%
+446
390
$11K ﹤0.01%
+400
391
$11K ﹤0.01%
+83
392
$11K ﹤0.01%
+212
393
$11K ﹤0.01%
+800
394
$11K ﹤0.01%
+310
395
$11K ﹤0.01%
+976
396
$11K ﹤0.01%
+100
397
$11K ﹤0.01%
+225
398
$11K ﹤0.01%
+140
399
$11K ﹤0.01%
+91
400
$11K ﹤0.01%
+240
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