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
$168M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.34M
3
+$1.05M
4
LMT icon
Lockheed Martin
LMT
+$838K
5
AAPL icon
Apple
AAPL
+$527K

Top Sells

1
+$1.77M
2
+$282K
3
+$279K
4
EMR icon
Emerson Electric
EMR
+$242K
5
APLE icon
Apple Hospitality REIT
APLE
+$217K

Sector Composition

1 Healthcare 16.43%
2 Industrials 12.65%
3 Consumer Staples 11.43%
4 Financials 10.83%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.38%
43,258
-1,885
27
$2.23M 1.33%
37,186
-1,394
28
$2.17M 1.29%
27,922
+1,653
29
$2.13M 1.27%
39,134
+1,153
30
$2.11M 1.26%
21,924
+216
31
$2.08M 1.24%
33,209
-1,383
32
$1.97M 1.18%
24,246
+14
33
$1.78M 1.06%
39,729
-326
34
$1.77M 1.06%
41,107
-1,664
35
$1.73M 1.03%
37,592
-1,701
36
$1.67M 0.99%
38,813
-1,236
37
$1.66M 0.99%
38,844
-863
38
$1.65M 0.98%
+42,420
39
$1.65M 0.98%
45,176
-301
40
$1.63M 0.97%
21,314
-1,609
41
$1.53M 0.91%
17,528
+249
42
$1.48M 0.88%
14,048
+274
43
$1.48M 0.88%
14,940
-263
44
$1.42M 0.85%
16,199
-300
45
$1.4M 0.83%
23,123
-2,854
46
$1.34M 0.8%
+15,597
47
$1.32M 0.79%
38,328
+308
48
$1.3M 0.78%
19,764
+2,820
49
$1.3M 0.78%
13,329
+3,265
50
$1.29M 0.77%
6,356
+463
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2
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