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
$1.48B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.29M
3 +$1.23M
4
APH icon
Amphenol
APH
+$1.07M
5
AMZN icon
Amazon
AMZN
+$1.06M

Top Sells

1 +$3.05M
2 +$2.12M
3 +$1.4M
4
HD icon
Home Depot
HD
+$1.3M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$761K

Sector Composition

1 Technology 23.48%
2 Industrials 14.51%
3 Consumer Staples 11.89%
4 Financials 11.72%
5 Healthcare 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.01%
4,329
+41