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
$1.1B
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$711K
2 +$664K
3 +$589K
4
ADBE icon
Adobe
ADBE
+$576K
5
AME icon
Ametek
AME
+$568K

Top Sells

1 +$1.46M
2 +$889K
3 +$871K
4
SJI
South Jersey Industries, Inc.
SJI
+$789K
5
ADP icon
Automatic Data Processing
ADP
+$518K

Sector Composition

1 Technology 23.84%
2 Industrials 14.26%
3 Healthcare 12.93%
4 Financials 12.67%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,101