RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
+1.33%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$408M
AUM Growth
+$408M
(+3.3%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
34.66%
Holding
175
New
6
Increased
61
Reduced
74
Closed
3
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.34M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.19M |
| 3 |
Amazon
AMZN
|
$990K |
| 4 |
Merck
MRK
|
$842K |
| 5 |
Adobe
ADBE
|
$821K |
Top Sells
| 1 |
CVS Health
CVS
|
$645K |
| 2 |
Apple
AAPL
|
$609K |
| 3 |
iShares MSCI Mexico ETF
EWW
|
$466K |
| 4 |
Vanguard Growth ETF
VUG
|
$432K |
| 5 |
Freeport-McMoran
FCX
|
$306K |
Sector Composition
| 1 | Technology | 12.18% |
| 2 | Consumer Staples | 10.29% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Financials | 8.22% |
| 5 | Healthcare | 7.89% |
