RMA

Roffman Miller Associates Portfolio holdings

AUM $1.79B
1-Year Est. Return 13.18%
This Quarter Est. Return
1 Year Est. Return
+13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$18.4M
3 +$18.1M
4
DIS icon
Walt Disney
DIS
+$10.1M
5
HD icon
Home Depot
HD
+$10.1M

Top Sells

1 +$35.4M
2 +$5.07M
3 +$427K
4
BMY icon
Bristol-Myers Squibb
BMY
+$412K
5
BND icon
Vanguard Total Bond Market
BND
+$371K

Sector Composition

1 Technology 21.63%
2 Industrials 15.97%
3 Financials 12.36%
4 Healthcare 11.97%
5 Communication Services 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,202