MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.6M
3
+$1.67M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$1.26M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.26M

Top Sells

1
+$7.61M
2
+$4.73M
3
+$3.54M
4
HAL icon
Halliburton
HAL
+$3.16M
5
LITE icon
Lumentum
LITE
+$2.73M

Sector Composition

1 Financials 31.85%
2 Technology 20.97%
3 Industrials 16.63%
4 Communication Services 11.21%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.17M 5.44%
57,278
+28,745
2
$6.93M 5.25%
161,320
-1,990
3
$6.69M 5.07%
200,515
-2,715
4
$6.58M 4.99%
43,585
-470
5
$6.51M 4.93%
460,200
-76,200
6
$6.38M 4.84%
39,320
+4,795
7
$6.2M 4.7%
38,775
+4,270
8
$6.18M 4.69%
80,380
-7,455
9
$5.71M 4.32%
117,880
+20,060
10
$4.82M 3.65%
84,460
-47,935
11
$4.75M 3.6%
108,280
-920
12
$4.72M 3.58%
60,680
+12,860
13
$4.64M 3.52%
42,590
+15,300
14
$4.58M 3.48%
50,165
-465
15
$4.53M 3.44%
30,205
-280
16
$4.47M 3.39%
242,020
+51,420
17
$4.32M 3.27%
10,218
-4,085
18
$4.11M 3.12%
105,640
+24,300
19
$4.09M 3.1%
88,040
+21,240
20
$3.88M 2.94%
+41,380
21
$3.75M 2.84%
20,200
-200
22
$3.69M 2.79%
50,310
-465
23
$3.01M 2.28%
70,585
-55,880
24
$2.93M 2.22%
53,300
-1,240
25
$2.46M 1.87%
14,745
-9,315
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