RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
-17.07%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$184M
AUM Growth
-$69.4M
(-27%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-13.38%
Top 10 Holdings %
Top 10 Hldgs %
27.46%
Holding
570
New
1
Increased
43
Reduced
83
Closed
435
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.08M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.65M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.48M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$986K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$827K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.61% |
| 2 | Consumer Staples | 10.73% |
| 3 | Technology | 8.99% |
| 4 | Communication Services | 8.84% |
| 5 | Financials | 7.81% |
