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
$256M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.25M
3 +$1.1M
4
VTV icon
Vanguard Value ETF
VTV
+$1.08M
5
V icon
Visa
V
+$792K

Top Sells

1 +$1.61M
2 +$464K
3 +$363K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$352K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Healthcare 11.27%
2 Technology 10.16%
3 Consumer Staples 9.94%
4 Financials 8.63%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.08%
5,577
-2,210
152
$145K 0.06%
10,408
-2,411