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
$277M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.46M
3
+$831K
4
TSM icon
TSMC
TSM
+$295K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$238K

Top Sells

1
+$234K
2
+$227K
3
+$226K
4
IBM icon
IBM
IBM
+$203K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$182K

Sector Composition

1 Technology 10.9%
2 Healthcare 10.44%
3 Consumer Staples 9.28%
4 Financials 8.64%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.67%
36,694
-317
52
$1.75M 0.63%
15,872
+1,266
53
$1.72M 0.62%
16,868
+165
54
$1.64M 0.59%
29,390
+24
55
$1.64M 0.59%
6,043
+15
56
$1.6M 0.58%
8,798
57
$1.57M 0.57%
18,507
58
$1.52M 0.55%
12,935
-100
59
$1.52M 0.55%
16,008
60
$1.51M 0.55%
4,478
-57
61
$1.48M 0.54%
49,795
-1,110
62
$1.46M 0.53%
+60,740
63
$1.41M 0.51%
13,888
-633
64
$1.35M 0.49%
11,741
-200
65
$1.35M 0.49%
8,036
-18
66
$1.33M 0.48%
4,664
67
$1.31M 0.47%
15,903
-510
68
$1.3M 0.47%
8,853
-238
69
$1.27M 0.46%
21,553
-1,026
70
$1.25M 0.45%
3,486
-100
71
$1.24M 0.45%
21,383
+234
72
$1.12M 0.4%
14,829
+11,043
73
$1.09M 0.4%
20,203
+885
74
$1.04M 0.38%
4,570
+37
75
$1.04M 0.38%
19,584
-252
1 2
3
4 5