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
$181M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.52M
3
+$1.47M
4
ETP
Energy Transfer Partners L.p.
ETP
+$1.45M
5
ABT icon
Abbott
ABT
+$1.45M

Top Sells

1
+$2.02M
2
+$1.03M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$835K
5
APD icon
Air Products & Chemicals
APD
+$726K

Sector Composition

1 Healthcare 17.11%
2 Consumer Staples 15.76%
3 Industrials 11.55%
4 Energy 10.53%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.66%
43,674
-2,912
52
$1.18M 0.65%
15,985
-4,032
53
$1.16M 0.64%
120,246
+30,762
54
$1.16M 0.64%
24,595
-227
55
$1.14M 0.63%
19,313
-2,371
56
$1.13M 0.62%
16,378
+914
57
$1.09M 0.6%
14,537
-8,305
58
$1.08M 0.6%
9,543
+224
59
$1.08M 0.6%
29,172
+285
60
$1.07M 0.59%
8,549
-1,739
61
$1.05M 0.58%
10,760
+548
62
$1M 0.55%
12,493
-1,275
63
$986K 0.54%
57,306
-15,500
64
$941K 0.52%
8,084
+1,067
65
$934K 0.52%
39,084
+7,816
66
$918K 0.51%
15,600
-3,300
67
$917K 0.51%
24,830
+1,504
68
$913K 0.5%
9,319
-2,478
69
$906K 0.5%
32,642
+803
70
$888K 0.49%
26,865
-2,263
71
$883K 0.49%
14,550
+649
72
$874K 0.48%
16,289
+6,461
73
$833K 0.46%
7,322
-48
74
$807K 0.45%
12,081
+51
75
$795K 0.44%
47,260
+1,780
1 2
3
4 5