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
51
$2.3M 0.55%
15,214
-1,615
52
$2.29M 0.55%
10,951
-2,312
53
$2.29M 0.55%
30,618
-709
54
$2.26M 0.54%
7,232
-224
55
$2.2M 0.53%
11,825
-561
56
$2.2M 0.52%
6,902
-254
57
$2.19M 0.52%
3,849
+285
58
$2.17M 0.52%
32,223
-553
59
$2.16M 0.51%
16,939
-847
60
$2.14M 0.51%
15,739
+14
61
$2M 0.48%
20,959
-1,065
62
$1.97M 0.47%
23,409
+1
63
$1.94M 0.46%
26,705
-555
64
$1.86M 0.44%
70,159
+2,491
65
$1.84M 0.44%
16,812
+11,323
66
$1.73M 0.41%
25,056
+11,143
67
$1.73M 0.41%
4,076
68
$1.65M 0.39%
11,630
-3,065
69
$1.61M 0.38%
19,178
+51
70
$1.58M 0.38%
2,023
+27
71
$1.55M 0.37%
12,494
-1,996
72
$1.53M 0.36%
11,400
-630
73
$1.49M 0.36%
3,388
-30
74
$1.47M 0.35%
19,639
-491
75
$1.46M 0.35%
20,495
-820
1 2
3
4 5