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
$556M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$2.12M
3 +$1.91M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.25M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.16M

Top Sells

1 +$1.39M
2 +$1.22M
3 +$1.03M
4
CLX icon
Clorox
CLX
+$950K
5
UPS icon
United Parcel Service
UPS
+$831K

Sector Composition

1 Technology 20.44%
2 Financials 15.97%
3 Industrials 15.54%
4 Healthcare 12.38%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,824