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

Top Buys

1 +$1.56M
2 +$1.07M
3 +$1.05M
4
FDX icon
FedEx
FDX
+$1.03M
5
CRM icon
Salesforce
CRM
+$987K

Top Sells

1 +$13.9M
2 +$12.7M
3 +$2.09M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$2.07M
5
KMB icon
Kimberly-Clark
KMB
+$1.81M

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