RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
+7.01%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$292M
AUM Growth
+$292M
(+6.7%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
32.68%
Holding
166
New
7
Increased
56
Reduced
78
Closed
2
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$556K |
| 2 |
iShares MSCI Mexico ETF
EWW
|
$528K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$487K |
| 4 |
Amazon
AMZN
|
$476K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$415K |
Top Sells
| 1 |
Accenture
ACN
|
$424K |
| 2 |
Walt Disney
DIS
|
$314K |
| 3 |
Invesco Leisure and Entertainment ETF
PEJ
|
$276K |
| 4 |
Amgen
AMGN
|
$207K |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$191K |
Sector Composition
| 1 | Technology | 12.71% |
| 2 | Consumer Staples | 10.54% |
| 3 | Healthcare | 10.04% |
| 4 | Consumer Discretionary | 8.21% |
| 5 | Financials | 7.43% |
