MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.6M
3
+$1.67M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.26M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.26M

Top Sells

1
+$7.61M
2
+$4.73M
3
+$3.54M
4
HAL icon
Halliburton
HAL
+$3.16M
5
LITE icon
Lumentum
LITE
+$2.73M

Sector Composition

1 Financials 31.85%
2 Technology 20.97%
3 Industrials 16.63%
4 Communication Services 11.21%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.69%
33,075
+13,935
27
$1.26M 0.96%
+35,325
28
$1.26M 0.95%
+18,540
29
$1.2M 0.91%
+39,620
30
$912K 0.69%
61,065
-1,715
31
$207K 0.16%
+3,350
32
– –
-36,320
33
– –
-64,135
34
– –
-51,520
35
– –
-82,400
36
– –
-345
37
– –
-775,415
38
– –
-124,320
39
– –
-111,000
40
– –
-975
1
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