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
$117M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$4.95M
3
+$4.29M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$4.16M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$3.22M
2
+$3.14M
3
+$3.13M
4
AMP icon
Ameriprise Financial
AMP
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.9M

Sector Composition

1 Technology 33.67%
2 Financials 20.23%
3 Industrials 9.36%
4 Consumer Discretionary 7.03%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 9.08%
+19,200
2
$6.7M 5.74%
+30,642
3
$6.67M 5.72%
96,203
+43,980
4
$6.54M 5.61%
41,418
+20,348
5
$6.44M 5.52%
21,845
+10,253
6
$5.3M 4.55%
36,308
+13,776
7
$5.12M 4.39%
17,672
+4,873
8
$5.02M 4.3%
7,086
+1,474
9
$5.01M 4.29%
+90,340
10
$4.79M 4.11%
33,991
+9,894
11
$4.41M 3.78%
+104,156
12
$3.66M 3.14%
40,111
-615
13
$3.64M 3.12%
+7,153
14
$3.52M 3.02%
20,973
-2,585
15
$3.39M 2.91%
45,517
+1,842
16
$3.34M 2.87%
103,580
+31,100
17
$3.13M 2.69%
+31,726
18
$3.13M 2.68%
+11,350
19
$3.12M 2.68%
+23,310
20
$3.05M 2.62%
3,083
-292
21
$3.05M 2.62%
+19,841
22
$3.01M 2.58%
+9,882
23
$2.93M 2.51%
32,465
-3,070
24
$2.83M 2.42%
+6,463
25
$2.79M 2.39%
3,995
-1,303
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