LRPA

L. Roy Papp & Associates Portfolio holdings

AUM $890M
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$874M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.2M
4
ORLY icon
O'Reilly Automotive
ORLY
+$643K
5
CVNA icon
Carvana
CVNA
+$639K

Top Sells

1
+$939K
2
+$867K
3
+$568K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$553K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$535K

Sector Composition

1 Technology 24.67%
2 Healthcare 14.04%
3 Financials 12.62%
4 Industrials 11.83%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.47%
30,118
52
$3.98M 0.46%
25,136
+6
53
$3.91M 0.45%
16,550
+750
54
$3.34M 0.38%
19,147
-1,547
55
$3.28M 0.38%
37,630
+4
56
$3.22M 0.37%
9,152
+2
57
$3.15M 0.36%
36,035
+4,932
58
$3.04M 0.35%
38,453
+123
59
$3.01M 0.34%
9,368
-1,770
60
$2.99M 0.34%
53,520
61
$2.92M 0.33%
155,268
-4,116
62
$2.85M 0.33%
9,531
+43
63
$2.79M 0.32%
32,037
+420
64
$2.63M 0.3%
14,272
+21
65
$2.51M 0.29%
24,500
-67
66
$2.46M 0.28%
12,178
67
$2.42M 0.28%
30,768
-193
68
$2.41M 0.28%
9,789
69
$2.36M 0.27%
9,050
70
$2.25M 0.26%
8,395
-200
71
$2.22M 0.25%
26,015
72
$2.18M 0.25%
13,564
+530
73
$2.17M 0.25%
34,299
+30
74
$2.16M 0.25%
36,489
+32
75
$2.02M 0.23%
9,800
1 2
3
4 5