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
$1.34B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.46M
3
+$1.41M
4
AME icon
Ametek
AME
+$1.3M
5
APD icon
Air Products & Chemicals
APD
+$1.3M

Top Sells

1
+$685M
2
+$280M
3
+$115M
4
HD icon
Home Depot
HD
+$92M
5
SYK icon
Stryker
SYK
+$59M

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
1 2 3
4