RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
1-Year Return
15.47%
This Quarter Return
+8.25%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$174M
AUM Growth
–
Cap. Flow
+$174M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pfizer
PFE
|
$5.65M |
| 2 |
Verizon
VZ
|
$5.64M |
| 3 |
Exxon Mobil
XOM
|
$5.3M |
| 4 |
AT&T
T
|
$4.81M |
| 5 |
PepsiCo
PEP
|
$4.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.06% |
| 2 | Consumer Staples | 15.79% |
| 3 | Industrials | 10.74% |
| 4 | Energy | 9.36% |
| 5 | Communication Services | 7.1% |
