RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$420M
1-Year Est. Return
15.47%
1 Year Est. Return
+15.47%
AUM
$398M
AUM Growth
-$10.5M
(-2.6%)
Holding
180
Top Buys
| 1 | +$1.4M | |
| 2 | +$848K | |
| 3 | +$561K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$534K |
| 5 |
Prudential Financial
PRU
|
+$506K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$774K | |
| 3 | +$465K | |
| 4 |
Microsoft
MSFT
|
+$465K |
| 5 |
Coca-Cola
KO
|
+$390K |
Sector Composition
| 1 | Technology | 10.95% |
| 2 | Consumer Staples | 10.69% |
| 3 | Financials | 8.96% |
| 4 | Healthcare | 8.41% |
| 5 | Consumer Discretionary | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Core US Aggregate Bond ETF
AGG
$132B
| – | – |
-2,228
|
|
||
177
Allstate
ALL
$51.5B
| – | – |
-1,280
|
|
||
178
US Global Jets ETF
JETS
$728M
| – | – |
-8,503
|
|