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
$168M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.34M
3
+$1.05M
4
LMT icon
Lockheed Martin
LMT
+$838K
5
AAPL icon
Apple
AAPL
+$527K

Top Sells

1
+$1.77M
2
+$282K
3
+$279K
4
EMR icon
Emerson Electric
EMR
+$242K
5
APLE icon
Apple Hospitality REIT
APLE
+$217K

Sector Composition

1 Healthcare 16.43%
2 Industrials 12.65%
3 Consumer Staples 11.43%
4 Financials 10.83%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,494
127
– –
-1,901
128
– –
-1,463
129
– –
-3,973
2 3 4 5
6