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MPA

Marvin & Palmer Associates Portfolio holdings

AUM $83.5M
1-Year Est. Return 77.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.58M
3
+$5.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.65M
5
BAC icon
Bank of America
BAC
+$3.17M

Top Sells

1
+$10.6M
2
+$6.67M
3
+$6.44M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$4.41M
5
SCHW icon
Charles Schwab
SCHW
+$3.66M

Sector Composition

1 Financials 33.55%
2 Technology 29.93%
3 Industrials 10.08%
4 Communication Services 6.54%
5 Materials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$214K 0.16%
4,260
+1,720
27
$140K 0.1%
8,040
+2,610
28
– –
-20,973
29
– –
-3,083
30
– –
-7,153
31
– –
-96,203
32
– –
-45,517
33
– –
-104,156
34
– –
-4,240
35
– –
-21,845
36
– –
-23,310
37
– –
-32,465
38
– –
-19,200
39
– –
-9,882
40
– –
-40,111
41
– –
-11,800
42
– –
-646
43
– –
-6,463
44
– –
-50,950
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