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
$1.03B
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.01M
3
+$982K
4
ADBE icon
Adobe
ADBE
+$836K
5
KMB icon
Kimberly-Clark
KMB
+$716K

Top Sells

1
+$3.77M
2
+$3.42M
3
+$3.33M
4
PG icon
Procter & Gamble
PG
+$3.25M
5
INTC icon
Intel
INTC
+$2.68M

Sector Composition

1 Technology 21.83%
2 Industrials 14.56%
3 Consumer Staples 14.2%
4 Healthcare 11.85%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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