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

Top Buys

1 +$633K
2 +$594K
3 +$554K
4
AME icon
Ametek
AME
+$537K
5
APH icon
Amphenol
APH
+$522K

Top Sells

1 +$1.28M
2 +$773K
3 +$754K
4
META icon
Meta Platforms (Facebook)
META
+$744K
5
ADP icon
Automatic Data Processing
ADP
+$497K

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