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
$177M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$452K
3
+$423K
4
MET icon
MetLife
MET
+$415K
5
VOD icon
Vodafone
VOD
+$411K

Top Sells

1
+$1.25M
2
+$734K
3
+$379K
4
VZ icon
Verizon
VZ
+$323K
5
GILD icon
Gilead Sciences
GILD
+$280K

Sector Composition

1 Healthcare 14.84%
2 Industrials 11.82%
3 Financials 11.66%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.16%
52,013
+10,482
27
$2M 1.13%
24,519
-610
28
$1.96M 1.11%
61,409
-1,680
29
$1.92M 1.08%
47,720
-760
30
$1.89M 1.07%
35,717
+2,102
31
$1.85M 1.05%
16,928
-1,040
32
$1.83M 1.04%
33,886
-1,954
33
$1.68M 0.95%
38,359
-2,030
34
$1.66M 0.94%
26,111
-3,048
35
$1.65M 0.93%
34,903
-1,496
36
$1.53M 0.86%
15,737
-350
37
$1.52M 0.86%
24,746
+1,669
38
$1.5M 0.85%
16,431
+4,940
39
$1.49M 0.84%
6,906
+65
40
$1.49M 0.84%
13,380
-1,191
41
$1.46M 0.83%
34,566
-2,651
42
$1.46M 0.82%
22,747
-2,231
43
$1.45M 0.82%
18,375
-3,541
44
$1.45M 0.82%
27,583
+2,711
45
$1.43M 0.81%
36,427
-3,823
46
$1.43M 0.81%
15,354
+612
47
$1.38M 0.78%
19,502
+2,008
48
$1.35M 0.76%
18,828
-363
49
$1.33M 0.75%
20,816
-1,088
50
$1.26M 0.71%
5,796
-134
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2
3 4 5