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
$1.33B
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$840K
3
+$815K
4
AME icon
Ametek
AME
+$723K
5
ADBE icon
Adobe
ADBE
+$706K

Top Sells

1
+$3.15M
2
+$1.84M
3
+$1.56M
4
AMZN icon
Amazon
AMZN
+$1.47M
5
MMM icon
3M
MMM
+$1.32M

Sector Composition

1 Technology 25.51%
2 Industrials 14.75%
3 Financials 13.04%
4 Healthcare 12.52%
5 Consumer Staples 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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