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
$226M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.07M
3
+$655K
4
EMN icon
Eastman Chemical
EMN
+$624K
5
KO icon
Coca-Cola
KO
+$575K

Top Sells

1
+$1.65M
2
+$757K
3
+$571K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$388K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$368K

Sector Composition

1 Healthcare 10.75%
2 Financials 9.64%
3 Consumer Staples 8.87%
4 Industrials 8.02%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.14%
8,790
-650
27
$2.51M 1.11%
46,420
-540
28
$2.42M 1.07%
13,872
+1,425
29
$2.41M 1.07%
65,382
+2,100
30
$2.41M 1.07%
13,842
-49
31
$2.39M 1.06%
20,725
+408
32
$2.38M 1.06%
27,244
-978
33
$2.38M 1.05%
25,100
-540
34
$2.36M 1.05%
30,448
-570
35
$2.29M 1.01%
11,008
+1,168
36
$2.26M 1%
90,722
-2,286
37
$2.12M 0.94%
10,035
-270
38
$2.1M 0.93%
31,901
+826
39
$2.02M 0.9%
29,282
-148
40
$2M 0.89%
39,312
-225
41
$1.96M 0.87%
66,278
-8,625
42
$1.96M 0.87%
63,813
+692
43
$1.87M 0.83%
7,649
+1,020
44
$1.84M 0.82%
16,477
-330
45
$1.8M 0.8%
21,449
-1,020
46
$1.78M 0.79%
46,889
+28,031
47
$1.74M 0.77%
56,738
-5,957
48
$1.74M 0.77%
41,497
+30,126
49
$1.72M 0.76%
11,856
-282
50
$1.67M 0.74%
55,572
+21,820
1
2
3 4 5