RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
1-Year Return
15.47%
This Quarter Return
+16.24%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$206M
AUM Growth
+$22.3M
(+12%)
Cap. Flow
-$4.66M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
29.38%
Holding
143
New
8
Increased
40
Reduced
76
Closed
10
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$3.54M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$529K |
| 3 |
RTX Corp
RTX
|
$497K |
| 4 |
Verizon
VZ
|
$337K |
| 5 |
PepsiCo
PEP
|
$334K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.08% |
| 2 | Consumer Staples | 11% |
| 3 | Technology | 10.79% |
| 4 | Communication Services | 8.79% |
| 5 | Financials | 7.12% |
