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
$101M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.39M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.74M
5
INDA icon
iShares MSCI India ETF
INDA
+$566K

Top Sells

1
+$2.69M
2
+$2.4M
3
+$2.26M
4
NVDA icon
NVIDIA
NVDA
+$1.8M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.68M

Sector Composition

1 Industrials 22.81%
2 Technology 20.83%
3 Financials 18.14%
4 Healthcare 8.81%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 2.1%
40,982
+10,962
27
$2.04M 2.02%
29,398
+3,248
28
$787K 0.78%
56,595
-2,985
29
– –
-48,190
30
– –
-19,223
31
– –
-12,500
32
– –
-15,300
33
– –
-18,360
34
– –
-4,550
35
– –
-1,353
1
2