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
51
$1.26M 0.71%
123,618
+186
52
$1.19M 0.67%
20,668
+152
53
$1.15M 0.65%
30,129
-3,016
54
$1.13M 0.64%
4,725
-136
55
$1.13M 0.64%
36,025
-43
56
$1.11M 0.63%
75,019
-2,150
57
$1.1M 0.62%
26,340
-1,440
58
$1.08M 0.61%
16,267
+840
59
$1.02M 0.58%
9,132
+879
60
$1.02M 0.58%
23,002
-490
61
$977K 0.55%
15,465
-380
62
$962K 0.54%
61,508
+13,416
63
$952K 0.54%
13,110
-3,054
64
$948K 0.54%
7,368
-396
65
$909K 0.51%
6,645
+50
66
$871K 0.49%
7,244
+2,244
67
$860K 0.49%
28,136
-1,384
68
$859K 0.49%
6,917
-345
69
$858K 0.48%
+6,460
70
$809K 0.46%
7,744
+423
71
$793K 0.45%
16,818
-483
72
$786K 0.44%
92,800
-1,800
73
$777K 0.44%
10,896
+5,935
74
$773K 0.44%
8,640
-747
75
$716K 0.4%
8,666
+663
1 2
3
4 5