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
$181M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.52M
3
+$1.47M
4
ETP
Energy Transfer Partners L.p.
ETP
+$1.45M
5
ABT icon
Abbott
ABT
+$1.45M

Top Sells

1
+$2.02M
2
+$1.03M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$835K
5
APD icon
Air Products & Chemicals
APD
+$726K

Sector Composition

1 Healthcare 17.11%
2 Consumer Staples 15.76%
3 Industrials 11.55%
4 Energy 10.53%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.1%
28,196
+1,409
27
$1.9M 1.05%
24,296
-2,179
28
$1.87M 1.03%
44,391
+9,474
29
$1.8M 0.99%
18,324
+1,771
30
$1.78M 0.98%
43,440
-450
31
$1.78M 0.98%
35,744
+665
32
$1.73M 0.95%
15,456
+9,911
33
$1.64M 0.91%
41,556
-2,964
34
$1.62M 0.9%
22,025
+8,174
35
$1.61M 0.89%
18,199
-2,019
36
$1.6M 0.88%
25,065
+64
37
$1.57M 0.87%
20,885
+276
38
$1.55M 0.85%
25,561
+1,034
39
$1.52M 0.84%
+12,232
40
$1.47M 0.81%
+40,013
41
$1.45M 0.8%
+27,022
42
$1.42M 0.79%
20,081
+75
43
$1.4M 0.77%
15,375
-6,314
44
$1.36M 0.75%
44,852
+2,472
45
$1.35M 0.74%
52,845
-8,241
46
$1.34M 0.74%
15,182
+4,519
47
$1.3M 0.72%
15,917
-416
48
$1.28M 0.71%
49,677
+9,904
49
$1.24M 0.68%
96,697
+5,548
50
$1.22M 0.67%
12,273
-10,190
1
2
3 4 5