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
$177M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$452K
3
+$423K
4
MET icon
MetLife
MET
+$415K
5
VOD icon
Vodafone
VOD
+$411K

Top Sells

1
+$1.25M
2
+$734K
3
+$379K
4
VZ icon
Verizon
VZ
+$323K
5
GILD icon
Gilead Sciences
GILD
+$280K

Sector Composition

1 Healthcare 14.84%
2 Industrials 11.82%
3 Financials 11.66%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.23%
3,425
+95
102
$378K 0.21%
7,020
103
$374K 0.21%
4,683
104
$374K 0.21%
9,640
+200
105
$372K 0.21%
19,309
+765
106
$371K 0.21%
10,024
-230
107
$362K 0.2%
18,700
-2,850
108
$362K 0.2%
7,985
-106
109
$359K 0.2%
8,277
-250
110
$351K 0.2%
3,609
-50
111
$351K 0.2%
7,119
+1,270
112
$348K 0.2%
4,826
-97
113
$348K 0.2%
7,288
-1,315
114
$346K 0.2%
28,700
+200
115
$346K 0.2%
3,988
-1,099
116
$337K 0.19%
4,931
+300
117
$324K 0.18%
+6,522
118
$308K 0.17%
+2,381
119
$304K 0.17%
3,557
120
$291K 0.16%
+11,760
121
$282K 0.16%
+2,889
122
$273K 0.15%
6,538
-760
123
$265K 0.15%
11,540
124
$257K 0.15%
2,880
125
$248K 0.14%
+8,988
2 3 4
5
6