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
$109M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.99M
3
+$1.62M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.41M
5
LRCX icon
Lam Research
LRCX
+$1.33M

Top Sells

1
+$3.66M
2
+$2.95M
3
+$1.01M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$922K
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$821K

Sector Composition

1 Financials 32.92%
2 Technology 21.19%
3 Industrials 11.49%
4 Consumer Discretionary 10.65%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.75M 6.18%
12,465
+3,665
2
$6.47M 5.92%
40,002
+6,689
3
$5.78M 5.29%
110,618
+16,400
4
$5.62M 5.14%
54,048
+7,025
5
$5.19M 4.75%
20,663
+2,519
6
$5.16M 4.73%
254,090
+65,250
7
$5.14M 4.71%
67,804
+15,513
8
$4.78M 4.38%
54,482
+39,972
9
$4.77M 4.36%
22,060
+7,497
10
$4.49M 4.11%
33,425
+9,419
11
$4.33M 3.96%
135,497
+20,675
12
$4.24M 3.88%
24,768
+1,956
13
$4.14M 3.79%
37,246
+4,356
14
$4.08M 3.74%
51,850
+12,725
15
$3.95M 3.61%
22,142
+5,455
16
$3.95M 3.61%
35,879
+4,184
17
$3.88M 3.55%
18,649
+1,930
18
$3.82M 3.5%
27,568
+6,967
19
$3.73M 3.41%
173,152
+20,116
20
$3.6M 3.3%
26,499
+3,106
21
$3.54M 3.24%
29,613
+3,435
22
$3.08M 2.82%
14,378
+1,674
23
$2.17M 1.99%
28,014
-5,089
24
$1.42M 1.3%
72,624
-12,091
25
$1.41M 1.29%
+14,148
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