RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $457M
1-Year Est. Return 18.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
-$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$779K
2 +$750K
3 +$719K
4
SPH icon
Suburban Propane Partners
SPH
+$692K
5
RTX icon
RTX Corp
RTX
+$682K

Top Sells

1 +$1.9M
2 +$1.16M
3 +$1.11M
4
VOD icon
Vodafone
VOD
+$811K
5
NJR icon
New Jersey Resources
NJR
+$572K

Sector Composition

1 Healthcare 17.66%
2 Consumer Staples 15.9%
3 Industrials 12.75%
4 Energy 9.92%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-24,287