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
$115M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.16M
3
+$2.14M
4
WFC icon
Wells Fargo
WFC
+$1.96M
5
MCD icon
McDonald's
MCD
+$1.92M

Top Sells

1
+$3.38M
2
+$3.01M
3
+$2.61M
4
ADBE icon
Adobe
ADBE
+$2.17M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$2.12M

Sector Composition

1 Industrials 16.89%
2 Financials 15.51%
3 Energy 12.98%
4 Communication Services 11.6%
5 Technology 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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84
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85
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-30,690
86
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87
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-5,918
1 2 3
4