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
$117M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.95M
3
+$4.29M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$4.16M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$3.22M
2
+$3.14M
3
+$3.13M
4
AMP icon
Ameriprise Financial
AMP
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.9M

Sector Composition

1 Technology 33.67%
2 Financials 20.23%
3 Industrials 9.36%
4 Consumer Discretionary 7.03%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.64%
+25,500
27
$1.89M 1.62%
+11,800
28
$954K 0.82%
50,950
-31,320
29
$399K 0.34%
+646
30
$112K 0.1%
+2,540
31
$110K 0.09%
+4,240
32
$74.7K 0.06%
+5,430
33
– –
-12,794
34
– –
-9,066
35
– –
-6,384
36
– –
-14,838
37
– –
-5,644
38
– –
-5,039
39
– –
-12,061
40
– –
-8,966
1
2