MPA

Marvin & Palmer Associates Portfolio holdings

AUM $135M
1-Year Est. Return 72.57%
This Quarter Est. Return
1 Year Est. Return
+72.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.46M
3
+$8.33M
4
PANW icon
Palo Alto Networks
PANW
+$8.33M
5
USRT icon
iShares Core US REIT ETF
USRT
+$8.18M

Top Sells

1
+$10.5M
2
+$8.93M
3
+$8.74M
4
TROW icon
T. Rowe Price
TROW
+$8.13M
5
FTNT icon
Fortinet
FTNT
+$5.47M

Sector Composition

1 Technology 32.12%
2 Financials 23.52%
3 Consumer Discretionary 16.27%
4 Healthcare 8.85%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-73,377
27
– –
-43,261
28
– –
-8,100
29
– –
-63,980
30
– –
-108,623
31
– –
-41,356
1
2