RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
1-Year Return
15.47%
This Quarter Return
+3.39%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$226M
AUM Growth
+$6.63M
(+3%)
Cap. Flow
+$304K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
23.98%
Holding
172
New
10
Increased
39
Reduced
89
Closed
13
Top Buys
| 1 |
Foot Locker
FL
|
$1.26M |
| 2 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$1.07M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$655K |
| 4 |
Eastman Chemical
EMN
|
$624K |
| 5 |
Coca-Cola
KO
|
$575K |
Top Sells
| 1 |
L3Harris
LHX
|
$1.65M |
| 2 |
Intel
INTC
|
$757K |
| 3 |
American Tower
AMT
|
$571K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$388K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$368K |
Sector Composition
| 1 | Healthcare | 10.75% |
| 2 | Financials | 9.64% |
| 3 | Consumer Staples | 8.87% |
| 4 | Industrials | 8.02% |
| 5 | Communication Services | 7.92% |
