RMA

Roffman Miller Associates Portfolio holdings

AUM $1.83B
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.41M
3 +$1.41M
4
APD icon
Air Products & Chemicals
APD
+$1.4M
5
CRM icon
Salesforce
CRM
+$1.37M

Top Sells

1 +$697M
2 +$294M
3 +$119M
4
HD icon
Home Depot
HD
+$92.1M
5
SYK icon
Stryker
SYK
+$59.8M

Sector Composition

1 Technology 22.24%
2 Industrials 14.94%
3 Financials 12.49%
4 Healthcare 12%
5 Consumer Staples 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.02%
+4,288
77
-143,772
78
-2,681