RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $457M
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$956K
3
+$724K
4
CRM icon
Salesforce
CRM
+$547K
5
GIND
Goldman Sachs India Equity ETF
GIND
+$514K

Top Sells

1
+$784K
2
+$654K
3
+$560K
4
BA icon
Boeing
BA
+$437K
5
SCHW icon
Charles Schwab
SCHW
+$400K

Sector Composition

1 Technology 11.64%
2 Consumer Staples 9.98%
3 Financials 8.55%
4 Consumer Discretionary 8.19%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.91%
10,440
-188
27
$3.75M 0.89%
24,549
-561
28
$3.72M 0.89%
13,512
-959
29
$3.63M 0.86%
8,280
-275
30
$3.54M 0.84%
32,762
+50
31
$3.51M 0.84%
9,886
-136
32
$3.47M 0.83%
5,614
-126
33
$3.36M 0.8%
67,612
+5,782
34
$3.1M 0.74%
10,627
-172
35
$3.07M 0.73%
5,563
-7
36
$3.06M 0.73%
11,207
-1,300
37
$2.99M 0.71%
16,419
+66
38
$2.93M 0.7%
67,774
-858
39
$2.86M 0.68%
54,553
-4,130
40
$2.76M 0.66%
11,106
-14
41
$2.72M 0.65%
55,348
-61
42
$2.69M 0.64%
11,768
-86
43
$2.6M 0.62%
18,153
-44
44
$2.57M 0.61%
23,826
+433
45
$2.47M 0.59%
10,160
+37
46
$2.37M 0.57%
13,445
-323
47
$2.36M 0.56%
8,668
+2,046
48
$2.34M 0.56%
10,028
-162
49
$2.33M 0.56%
32,963
-753
50
$2.32M 0.55%
14,557
-444
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