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
$199M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$9.03M
3
+$8.95M
4
AMAT icon
Applied Materials
AMAT
+$8.9M
5
ANET icon
Arista Networks
ANET
+$8.8M

Top Sells

1
+$10M
2
+$9.7M
3
+$9.35M
4
LNG icon
Cheniere Energy
LNG
+$8.84M
5
UNH icon
UnitedHealth
UNH
+$8.54M

Sector Composition

1 Industrials 26.23%
2 Technology 23.21%
3 Healthcare 21.39%
4 Financials 14.78%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-51,443
27
– –
-24,969
28
– –
-9,410
29
– –
-62,150
30
– –
-47,325
31
– –
-53,607
32
– –
-43,083
33
– –
-58,972
34
– –
-15,135
35
– –
-120,122
36
– –
-16,114
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