MPA

Marvin & Palmer Associates Portfolio holdings

AUM $135M
1-Year Est. Return 72.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$3.75M
3
+$3.39M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$3.34M
5
MAR icon
Marriott International
MAR
+$695K

Top Sells

1
+$5.19M
2
+$4.24M
3
+$4.14M
4
HON icon
Honeywell
HON
+$3.82M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.17M

Sector Composition

1 Financials 41.13%
2 Technology 21.57%
3 Consumer Discretionary 15.96%
4 Industrials 4.66%
5 Healthcare 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-24,768
27
– –
-14,148
28
– –
-37,246
29
– –
-28,014
30
– –
-20,663
31
– –
-28,294
32
– –
-19,926
33
– –
-18,287
1
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