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
$132M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$6.07M
3
+$5.91M
4
AAPL icon
Apple
AAPL
+$5.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.69M

Top Sells

1
+$5.67M
2
+$4.39M
3
+$4.1M
4
MAR icon
Marriott International
MAR
+$4.05M
5
YUM icon
Yum! Brands
YUM
+$3.75M

Sector Composition

1 Financials 30.34%
2 Technology 22.9%
3 Healthcare 6.8%
4 Consumer Discretionary 4.1%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 0.61%
47,529
-25,095
27
– –
-254,090
28
– –
-31,989
29
– –
-47,955
30
– –
-18,649
31
– –
-11,355
32
– –
-51,850
33
– –
-210,400
1
2