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
$1.52B
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.89M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.73M
5
ADBE icon
Adobe
ADBE
+$1.72M

Top Sells

1
+$9.78M
2
+$1.1M
3
+$1.09M
4
MMM icon
3M
MMM
+$849K
5
BA icon
Boeing
BA
+$749K

Sector Composition

1 Technology 27.73%
2 Financials 15.73%
3 Industrials 12.66%
4 Healthcare 10.66%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,958
77
– –
-27,126
78
– –
-5,420
1 2 3
4