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
$1.16B
AUM Growth
-$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.64M
3 +$829K
4
AME icon
Ametek
AME
+$789K
5
APH icon
Amphenol
APH
+$753K

Top Sells

1 +$3.8M
2 +$2.95M
3 +$2.29M
4
T icon
AT&T
T
+$2.29M
5
MRK icon
Merck
MRK
+$936K

Sector Composition

1 Technology 23.15%
2 Industrials 14.44%
3 Healthcare 12.87%
4 Financials 12.49%
5 Consumer Staples 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$310K 0.03%
1,831
77
-4,403