RMAM
Raab & Moskowitz Asset Management Portfolio holdings
AUM
$447M
1-Year Est. Return
16.42%
1 Year Est. Return
+16.42%
AUM
$420M
AUM Growth
+$22.1M
(+5.6%)
Holding
190
Top Buys
| 1 | +$1.24M | |
| 2 | +$996K | |
| 3 | +$770K | |
| 4 |
Salesforce
CRM
|
+$558K |
| 5 |
GIND
Goldman Sachs India Equity ETF
GIND
|
+$538K |
Top Sells
| 1 | +$813K | |
| 2 | +$654K | |
| 3 | +$642K | |
| 4 |
Boeing
BA
|
+$484K |
| 5 |
Charles Schwab
SCHW
|
+$435K |
Sector Composition
| 1 | Technology | 11.64% |
| 2 | Consumer Staples | 9.98% |
| 3 | Financials | 8.55% |
| 4 | Consumer Discretionary | 8.19% |
| 5 | Healthcare | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Johnson Controls International
JCI
$69.9B
| $230K | 0.05% |
+2,175
|
|
||
177
Vanguard Consumer Discretionary ETF
VCR
$6.07B
| $226K | 0.05% |
624
|
|
||
178
iShares S&P 500 Value ETF
IVE
$41.8B
| $218K | 0.05% |
1,114
|
|
||
179
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
| $218K | 0.05% |
+9,488
|
|
||
180
AXIS Capital
AXS
$7.77B
| $216K | 0.05% |
2,080
|
|
||
181
Invesco CurrencyShares Japanese Yen Trust
FXY
$529M
| $209K | 0.05% |
+3,264
|
|
||
182
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
| $208K | 0.05% |
2,572
|
|
||
183
Chubb
CB
$117B
| $204K | 0.05% |
704
|
|
||
184
Roivant Sciences
ROIV
$14.3B
| $124K | 0.03% |
11,000
|
|
||
185
IAMGOLD
IAG
$7.87B
| $80.3K | 0.02% |
10,923
|
|
||
186
Target
TGT
$40.2B
| – | – |
-2,116
|
|
||
187
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.78B
| – | – |
-7,398
|
|
||
188
Adobe
ADBE
$136B
| – | – |
-1,705
|
|