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
51
$1.65M 0.73%
47,761
+2,489
52
$1.64M 0.72%
13,248
53
$1.6M 0.71%
9,196
-53
54
$1.59M 0.7%
18,883
-450
55
$1.55M 0.69%
14,153
-501
56
$1.54M 0.68%
18,153
-536
57
$1.33M 0.59%
31,558
+229
58
$1.33M 0.59%
34,333
+7,357
59
$1.32M 0.58%
13,042
-165
60
$1.29M 0.57%
7,882
-127
61
$1.27M 0.56%
16,142
-180
62
$1.26M 0.56%
23,349
-85
63
$1.25M 0.55%
26,153
-15,826
64
$1.22M 0.54%
4,605
65
$1.2M 0.53%
28,801
-4,412
66
$1.2M 0.53%
11,612
-1,438
67
$1.14M 0.5%
14,068
-300
68
$1.11M 0.49%
7,345
-250
69
$1.08M 0.48%
17,513
-85
70
$1.07M 0.47%
13,047
-726
71
$1.03M 0.46%
18,817
-4,278
72
$953K 0.42%
36,987
-96
73
$944K 0.42%
33,661
-5,018
74
$916K 0.41%
5,531
75
$904K 0.4%
4,357
+1,673
1 2
3
4 5