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
$207M
AUM Growth
+$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$572K
3
+$346K
4
VZ icon
Verizon
VZ
+$292K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$272K

Top Sells

1
+$1.29M
2
+$716K
3
+$633K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$551K
5
CVS icon
CVS Health
CVS
+$519K

Sector Composition

1 Healthcare 11.63%
2 Industrials 10.18%
3 Financials 9.83%
4 Consumer Staples 9.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.22%
56,198
+4,303
27
$2.33M 1.13%
21,711
-1,520
28
$2.29M 1.1%
44,906
-3,930
29
$2.29M 1.1%
33,464
-505
30
$2.2M 1.06%
47,751
-2,318
31
$2.02M 0.97%
17,567
-950
32
$1.93M 0.93%
58,312
-226
33
$1.92M 0.93%
22,484
-257
34
$1.9M 0.92%
22,717
-8,562
35
$1.9M 0.91%
21,960
-70
36
$1.89M 0.91%
9,987
-850
37
$1.89M 0.91%
13,313
-2,080
38
$1.87M 0.9%
32,623
-65
39
$1.86M 0.9%
12,643
-418
40
$1.81M 0.87%
28,980
-1,360
41
$1.8M 0.87%
10,919
+252
42
$1.72M 0.83%
29,440
-700
43
$1.72M 0.83%
14,448
44
$1.68M 0.81%
15,741
-750
45
$1.66M 0.8%
15,736
-661
46
$1.65M 0.8%
22,821
-7,163
47
$1.65M 0.8%
6,187
-308
48
$1.6M 0.77%
28,949
-1,115
49
$1.59M 0.77%
53,829
-439
50
$1.51M 0.73%
15,221
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