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
$206M
AUM Growth
-$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$788K
2 +$739K
3 +$711K
4
SPH icon
Suburban Propane Partners
SPH
+$691K
5
RTX icon
RTX Corp
RTX
+$661K

Top Sells

1 +$1.88M
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
-13,484