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
$85.8M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.12M
3
+$1.9M
4
PANW icon
Palo Alto Networks
PANW
+$1.89M
5
COST icon
Costco
COST
+$1.76M

Top Sells

1
+$4.59M
2
+$3.3M
3
+$3.04M
4
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$2.33M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.31M

Sector Composition

1 Technology 30.19%
2 Consumer Discretionary 17.54%
3 Financials 14.64%
4 Industrials 9.57%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,365
52
– –
-11,500
53
– –
-15,450
54
– –
-46,000
55
– –
-18,325
56
– –
-95,725
57
– –
-4,255
58
– –
-27,825
59
– –
-9,875
1 2
3