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
$1.26B
AUM Growth
-$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.67M
3
+$1.38M
4
GD icon
General Dynamics
GD
+$1.17M
5
AME icon
Ametek
AME
+$901K

Top Sells

1
+$6.53M
2
+$2.52M
3
+$2.17M
4
CRM icon
Salesforce
CRM
+$1.76M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.77%
2 Financials 14.03%
3 Industrials 13.96%
4 Healthcare 11.75%
5 Consumer Discretionary 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.02%
1,329
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1,187
+27
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