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LRPA
L. Roy Papp & Associates Portfolio holdings
AUM
$867M
1-Year Est. Return
16.97%
This Fund
S&P 500
This Quarter
Est. Return
+5.05%
1 Year Est. Return
+16.97%
3 Year Est. Return
+51.08%
5 Year Est. Return
+70.28%
10 Year Est. Return
+309.14%
AUM
$463M
AUM Growth
-$269K
(-0.06%)
Cap. Flow
-$20.7M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
39.09%
Holding
152
New
3
Increased
36
Reduced
67
Closed
23
Top Buys
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
+$1.08M |
| 2 |
SCHW
Charles Schwab
SCHW
|
+$827K |
| 3 |
Analog Devices
ADI
|
+$664K |
| 4 |
Costco
COST
|
+$441K |
| 5 |
Stryker
SYK
|
+$328K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.82M |
| 2 |
Vanguard Growth ETF
VUG
|
+$2.16M |
| 3 |
PRXL
Parexel International Corp
PRXL
|
+$1.87M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.3M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$1.3M |
Sector Composition
| 1 | Technology | 19.5% |
| 2 | Industrials | 17.27% |
| 3 | Financials | 16.64% |
| 4 | Healthcare | 10.68% |
| 5 | Consumer Staples | 8.4% |
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