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
$101M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.39M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.74M
5
INDA icon
iShares MSCI India ETF
INDA
+$566K

Top Sells

1
+$2.69M
2
+$2.4M
3
+$2.26M
4
NVDA icon
NVIDIA
NVDA
+$1.8M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.68M

Sector Composition

1 Industrials 22.81%
2 Technology 20.83%
3 Financials 18.14%
4 Healthcare 8.81%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.51M 5.46%
17,621
-789
2
$5.21M 5.17%
57,640
-19,970
3
$5.07M 5.03%
9,119
-152
4
$5.06M 5.01%
12,017
-259
5
$5M 4.96%
52,709
-2,814
6
$4.4M 4.36%
10,036
-145
7
$4.25M 4.21%
20,593
+2,420
8
$4.24M 4.2%
9,546
-514
9
$4.22M 4.18%
41,920
-660
10
$4.21M 4.18%
8,053
-407
11
$4.12M 4.08%
+11,234
12
$4.05M 4.02%
30,819
-447
13
$3.98M 3.95%
55,842
-3,068
14
$3.41M 3.38%
16,000
-30
15
$3.39M 3.36%
+46,720
16
$3.3M 3.27%
4,573
-412
17
$3.27M 3.24%
+13,437
18
$3.14M 3.12%
17,420
-30
19
$3.1M 3.08%
9,963
-17
20
$2.99M 2.97%
4,085
+95
21
$2.98M 2.95%
10,668
-21
22
$2.82M 2.8%
5,260
-10
23
$2.79M 2.77%
6,675
-394
24
$2.74M 2.72%
+5,650
25
$2.65M 2.63%
14,426
-24
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