RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
+1.68%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$177M
AUM Growth
+$177M
(+0.74%)
Cap. Flow
-$453K
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
26.92%
Holding
144
New
12
Increased
42
Reduced
72
Closed
8
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$858K |
| 2 |
L3Harris
LHX
|
$452K |
| 3 |
Salesforce
CRM
|
$423K |
| 4 |
MetLife
MET
|
$415K |
| 5 |
Vodafone
VOD
|
$411K |
Top Sells
| 1 |
DaVita
DVA
|
$1.25M |
| 2 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$734K |
| 3 |
Kimberly-Clark
KMB
|
$379K |
| 4 |
Verizon
VZ
|
$323K |
| 5 |
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% |
