RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
+11.36%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$244M
AUM Growth
+$244M
(+13%)
Cap. Flow
+$6.85M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
29.51%
Holding
146
New
12
Increased
43
Reduced
71
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$1.63M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.35M |
| 3 |
Vanguard Value ETF
VTV
|
$1.28M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$696K |
| 5 |
Boeing
BA
|
$647K |
Top Sells
| 1 |
AT&T
T
|
$3.48M |
| 2 |
Pfizer
PFE
|
$315K |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$267K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$197K |
| 5 |
Bristol-Myers Squibb
BMY
|
$136K |
Sector Composition
| 1 | Technology | 10.95% |
| 2 | Healthcare | 10.9% |
| 3 | Consumer Staples | 10.75% |
| 4 | Consumer Discretionary | 7.91% |
| 5 | Financials | 7.67% |
