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
$292M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$528K
3
+$487K
4
AMZN icon
Amazon
AMZN
+$476K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$415K

Top Sells

1
+$424K
2
+$314K
3
+$276K
4
AMGN icon
Amgen
AMGN
+$207K
5
SPTS icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.12%
1,456
-309
127
$348K 0.12%
4,515
128
$347K 0.12%
9,690
+440
129
$340K 0.12%
773
+116
130
$335K 0.11%
1,721
-15
131
$329K 0.11%
811
+52
132
$328K 0.11%
1,062
-1,373
133
$320K 0.11%
9,503
+1,709
134
$320K 0.11%
+2,899
135
$318K 0.11%
3,803
-52
136
$317K 0.11%
984
137
$310K 0.11%
19,439
+86
138
$297K 0.1%
5,898
-1,700
139
$286K 0.1%
2,039
-58
140
$282K 0.1%
2,369
141
$275K 0.09%
4,611
142
$275K 0.09%
2,070
143
$274K 0.09%
+3,466
144
$270K 0.09%
+10,952
145
$269K 0.09%
+4,341
146
$265K 0.09%
+10,929
147
$264K 0.09%
3,740
+259
148
$263K 0.09%
930
+69
149
$259K 0.09%
12,071
-366
150
$258K 0.09%
5,247
-1,990
3 4 5
6
7