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
$174M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$5.64M
2 +$5.64M
3 +$5.3M
4
T icon
AT&T
T
+$4.81M
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$245K 0.14%
+5,095
127
$234K 0.13%
+10,125
128
$233K 0.13%
+10,532
129
$223K 0.13%
+3,127
130
$216K 0.12%
+5,367
131
$210K 0.12%
+3,250
132
$209K 0.12%
+3,361
133
$202K 0.12%
+688
134
$75K 0.04%
+10,947