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MPA
Marvin & Palmer Associates Portfolio holdings
AUM
$83.5M
1-Year Est. Return
77.51%
This Fund
S&P 500
This Quarter
Est. Return
+8.44%
1 Year Est. Return
+77.51%
3 Year Est. Return
+274.35%
5 Year Est. Return
+527.21%
10 Year Est. Return
+3,503.66%
AUM
$83.5M
AUM Growth
-$58M
(-41%)
Cap. Flow
-$60.9M
Cap. Flow
% of AUM
-72.86%
Top 10 Holdings %
Top 10 Hldgs %
55.65%
Holding
33
New
6
Increased
3
Reduced
12
Closed
12
Top Buys
| 1 |
Ametek
AME
|
+$3.76M |
| 2 |
Baker Hughes
BKR
|
+$3.56M |
| 3 |
Valero Energy
VLO
|
+$3.34M |
| 4 |
NextEra Energy
NEE
|
+$3.26M |
| 5 |
Deere & Co
DE
|
+$3.12M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$9.13M |
| 2 |
Morgan Stanley
MS
|
+$9.02M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$6.75M |
| 4 |
Goldman Sachs
GS
|
+$5.86M |
| 5 |
Citigroup
C
|
+$5.77M |
Sector Composition
| 1 | Industrials | 28.32% |
| 2 | Technology | 24.15% |
| 3 | Energy | 13.49% |
| 4 | Financials | 8.87% |
| 5 | Consumer Discretionary | 4.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI Chile ETF
ECH
$1.04B
| – | – |
-28,220
| Closed | -$1.14M |
|
27
iShares MSCI Japan ETF
EWJ
$22.3B
| – | – |
-26,000
| Closed | -$2.1M |
|
28
iShares Core S&P Small-Cap ETF
IJR
$110B
| – | – |
-35,470
| Closed | -$4.26M |
|
29
iShares Latin America 40 ETF
ILF
$3.78B
| – | – |
-69,050
| Closed | -$2.1M |
|
30
JPMorgan Chase
JPM
$930B
| – | – |
-12,070
| Closed | -$3.89M |
|
|
31
Morgan Stanley
MS
$360B
| – | – |
-50,818
| Closed | -$9.02M |
|
32
Tesla
TSLA
$1.48T
| – | – |
-5,051
| Closed | -$2.27M |
|
|
33
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
| – | – |
-43,630
| Closed | -$6.75M |
|
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