RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
1-Year Return
15.47%
This Quarter Return
+7.73%
1 Year Return
+15.47%
3 Year Return
+62.65%
5 Year Return
+110.88%
10 Year Return
+222.16%
AUM
$253M
AUM Growth
+$24.6M
(+11%)
Cap. Flow
+$8.84M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
23.27%
Holding
571
New
415
Increased
31
Reduced
93
Closed
2
Top Buys
Top Sells
| 1 |
Mastercard
MA
|
$956K |
| 2 |
Deere & Co
DE
|
$901K |
| 3 |
Boeing
BA
|
$650K |
| 4 |
Visa
V
|
$428K |
| 5 |
Foot Locker
FL
|
$410K |
Sector Composition
| 1 | Healthcare | 11.11% |
| 2 | Financials | 9.19% |
| 3 | Consumer Staples | 8.62% |
| 4 | Communication Services | 8.23% |
| 5 | Technology | 7.75% |
