RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
This Quarter Return
-12.28%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$255M
AUM Growth
+$255M
(-12%)
Cap. Flow
+$5.22M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
29.43%
Holding
169
New
8
Increased
84
Reduced
43
Closed
10
Top Buys
| 1 |
Walmart
WMT
|
$466K |
| 2 |
PepsiCo
PEP
|
$426K |
| 3 |
iShares MSCI Agriculture Producers ETF
VEGI
|
$412K |
| 4 |
iShares Select Dividend ETF
DVY
|
$344K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$334K |
Top Sells
Sector Composition
| 1 | Healthcare | 13.33% |
| 2 | Technology | 10.84% |
| 3 | Consumer Staples | 10.72% |
| 4 | Financials | 7.69% |
| 5 | Industrials | 6.6% |
