RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $457M
1-Year Est. Return 18.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.33M
3 +$1.07M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$735K
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Healthcare 12.04%
2 Financials 9.49%
3 Industrials 8.9%
4 Communication Services 7.95%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-561
202
-70
203
-1,498
204
-37
205
-100
206
-1,333
207
-244
208
-295
209
0
210
-7
211
0
212
-400
213
-20,900
214
-854
215
-177
216
-600
217
-38
218
-130
219
-1,200
220
-2,665
221
-2,000
222
-2,500
223
-688
224
-127
225
-1,372