RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
+5.42%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$207M
AUM Growth
+$207M
(+0.01%)
Cap. Flow
-$8.25M
Cap. Flow
% of AUM
-3.98%
Top 10 Holdings %
Top 10 Hldgs %
26.48%
Holding
148
New
5
Increased
18
Reduced
100
Closed
2
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$969K |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$572K |
| 3 |
Cisco
CSCO
|
$346K |
| 4 |
Verizon
VZ
|
$292K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$272K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.29M |
| 2 |
GE Aerospace
GE
|
$716K |
| 3 |
Boeing
BA
|
$633K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$551K |
| 5 |
CVS Health
CVS
|
$519K |
Sector Composition
| 1 | Healthcare | 11.63% |
| 2 | Industrials | 10.18% |
| 3 | Financials | 9.83% |
| 4 | Consumer Staples | 9.46% |
| 5 | Communication Services | 7% |
