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 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
426
$7K ﹤0.01%
+270
427
$7K ﹤0.01%
+59
428
$7K ﹤0.01%
+200
429
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436
$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
+100
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+102
448
$5K ﹤0.01%
+171
449
$5K ﹤0.01%
+482
450
$5K ﹤0.01%
+392