RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
1-Year Return
15.47%
This Quarter Return
+5.38%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$274M
AUM Growth
+$10.7M
(+4.1%)
Cap. Flow
+$413K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
31.1%
Holding
166
New
9
Increased
46
Reduced
80
Closed
7
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$573K |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$522K |
| 3 |
ASML
ASML
|
$483K |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$344K |
| 5 |
Marriott International Class A Common Stock
MAR
|
$310K |
Top Sells
| 1 |
Apple
AAPL
|
$589K |
| 2 |
AXIS Capital
AXS
|
$309K |
| 3 |
Goldman Sachs
GS
|
$284K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$282K |
| 5 |
United Parcel Service
UPS
|
$237K |
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Healthcare | 11.13% |
| 3 | Consumer Staples | 10.99% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Financials | 7.4% |
