MPA

Marvin & Palmer Associates Portfolio holdings

AUM $142M
1-Year Est. Return 71.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+71.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.1M
3
+$10.1M
4
COR icon
Cencora
COR
+$9.97M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$9.74M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$11.9M
4
GS icon
Goldman Sachs
GS
+$11.2M
5
AMAT icon
Applied Materials
AMAT
+$10.8M

Sector Composition

1 Financials 21.81%
2 Healthcare 14.74%
3 Technology 14.25%
4 Energy 13.25%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.58%
14,777
-105,746
27
$1.26M 0.57%
+7,000
28
$1.11M 0.5%
59,013
-63,164
29
$1.06M 0.48%
8,079
-78,741
30
– –
-8,198
31
– –
-93,703
32
– –
-52,464
33
– –
-91,933
34
– –
-21,800
35
– –
-29,190
36
– –
-22,850
37
– –
-24,425
38
– –
-175,570
39
– –
-26,712
40
– –
-42,746
41
– –
-23,739
1
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