LRPA

L. Roy Papp & Associates Portfolio holdings

AUM $905M
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
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 +$2.03M
2 +$1.43M
3 +$1.2M
4
CVNA icon
Carvana
CVNA
+$758K
5
ORLY icon
O'Reilly Automotive
ORLY
+$591K

Top Sells

1 +$905K
2 +$874K
3 +$553K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$540K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$529K

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
176
-1,204
177
-1,430