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
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.13M
3 +$1.05M
4
CRM icon
Salesforce
CRM
+$1M
5
AMZN icon
Amazon
AMZN
+$998K

Top Sells

1 +$13.2M
2 +$11.6M
3 +$2.02M
4
AAPL icon
Apple
AAPL
+$2.01M
5
KMB icon
Kimberly-Clark
KMB
+$1.94M

Sector Composition

1 Technology 23.86%
2 Industrials 14.36%
3 Financials 12.82%
4 Healthcare 12.36%
5 Consumer Staples 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$363K 0.03%
4,433
+1,704
77
$203K 0.02%
4,403
+74