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
$292M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$528K
3
+$487K
4
AMZN icon
Amazon
AMZN
+$476K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$415K

Top Sells

1
+$424K
2
+$314K
3
+$276K
4
AMGN icon
Amgen
AMGN
+$207K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$191K

Sector Composition

1 Technology 12.71%
2 Consumer Staples 10.54%
3 Healthcare 10.04%
4 Consumer Discretionary 8.21%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$988K 0.34%
13,310
+833
77
$954K 0.33%
4,664
78
$908K 0.31%
17,415
-964
79
$879K 0.3%
13,187
+3,898
80
$825K 0.28%
14,711
+2,764
81
$820K 0.28%
1,781
+6
82
$810K 0.28%
14,038
-1,052
83
$759K 0.26%
10,123
-233
84
$743K 0.25%
14,416
+791
85
$740K 0.25%
6,121
-50
86
$724K 0.25%
7,388
+35
87
$713K 0.24%
6,112
-256
88
$712K 0.24%
2,892
-555
89
$675K 0.23%
4,747
+635
90
$664K 0.23%
1,415
+22
91
$639K 0.22%
14,109
92
$637K 0.22%
5,645
-45
93
$622K 0.21%
15,870
-194
94
$621K 0.21%
1,765
95
$601K 0.21%
19,429
+2,697
96
$600K 0.21%
4,548
-523
97
$579K 0.2%
9,254
-350
98
$572K 0.2%
3,488
-65
99
$566K 0.19%
6,413
+75
100
$564K 0.19%
1,433
+86
2 3
4
5 6