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
$97.7M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.69M
3
+$4.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.11M
5
SCHW icon
Charles Schwab
SCHW
+$2.96M

Top Sells

1
+$6.57M
2
+$6.42M
3
+$4.05M
4
ANET icon
Arista Networks
ANET
+$3.39M
5
COR icon
Cencora
COR
+$3.27M

Sector Composition

1 Industrials 25.86%
2 Financials 21.78%
3 Technology 13.66%
4 Consumer Discretionary 7.74%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$787K 0.81%
56,595
27
$699K 0.72%
+9,790
28
$5.07K 0.01%
21,461
+868
29
– –
-46,720
30
– –
-30,819
31
– –
-14,426
32
– –
-13,437
33
– –
-29,398
34
– –
-10,668
1
2