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
$168M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.34M
3
+$1.05M
4
LMT icon
Lockheed Martin
LMT
+$838K
5
AAPL icon
Apple
AAPL
+$527K

Top Sells

1
+$1.77M
2
+$282K
3
+$279K
4
EMR icon
Emerson Electric
EMR
+$242K
5
APLE icon
Apple Hospitality REIT
APLE
+$217K

Sector Composition

1 Healthcare 16.43%
2 Industrials 12.65%
3 Consumer Staples 11.43%
4 Financials 10.83%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$599K 0.36%
17,787
-5,600
77
$586K 0.35%
11,218
78
$576K 0.34%
13,744
-830
79
$574K 0.34%
3,857
+159
80
$528K 0.31%
6,499
-765
81
$522K 0.31%
28,750
-4,575
82
$522K 0.31%
5,306
-277
83
$517K 0.31%
24,721
-1,708
84
$513K 0.31%
30,501
-1,082
85
$486K 0.29%
3,864
-51
86
$475K 0.28%
4,024
+23
87
$471K 0.28%
8,506
+108
88
$468K 0.28%
12,200
-2,126
89
$441K 0.26%
8,857
+409
90
$427K 0.25%
16,641
-790
91
$402K 0.24%
19,686
-1,290
92
$393K 0.23%
27,897
-4,155
93
$379K 0.23%
+3,390
94
$375K 0.22%
7,516
-970
95
$373K 0.22%
13,224
+364
96
$368K 0.22%
8,598
-355
97
$364K 0.22%
10,212
-1,352
98
$363K 0.22%
2,854
-28
99
$353K 0.21%
14,545
-1,650
100
$352K 0.21%
4,894
+1,095
2 3
4
5 6