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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$7.07M
3
+$6.9M
4
WMT icon
Walmart Inc
WMT
+$6.18M
5
USB icon
US Bancorp
USB
+$5.85M

Top Sells

1
+$7.28M
2
+$6.65M
3
+$6.32M
4
NOW icon
ServiceNow
NOW
+$5.83M
5
MRK icon
Merck
MRK
+$5.43M

Sector Composition

1 Technology 32.28%
2 Industrials 19.78%
3 Financials 19.74%
4 Healthcare 9.01%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.87%
92,243
27
$1.3M 0.77%
+31,670
28
– –
-31,931
29
– –
-67,647
30
– –
-114,920
31
– –
-64,173
32
– –
-14,453
33
– –
-47,669
1
2