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MPA

Marvin & Palmer Associates Portfolio holdings

AUM $83.5M
1-Year Est. Return 77.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.58M
3
+$5.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.65M
5
BAC icon
Bank of America
BAC
+$3.17M

Top Sells

1
+$10.6M
2
+$6.67M
3
+$6.44M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$4.41M
5
SCHW icon
Charles Schwab
SCHW
+$3.66M

Sector Composition

1 Financials 33.55%
2 Technology 29.93%
3 Industrials 10.08%
4 Communication Services 6.54%
5 Materials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 9.01%
32,794
+21,444
2
$11.8M 8.77%
58,253
+16,835
3
$8.82M 6.56%
11,179
+4,093
4
$8.63M 6.41%
52,601
+18,610
5
$8.25M 6.13%
117,225
+26,885
6
$8.24M 6.13%
26,501
+8,829
7
$7.95M 5.91%
30,261
-381
8
$7.72M 5.74%
+76,280
9
$6.44M 4.79%
36,101
-207
10
$6.24M 4.64%
+22,209
11
$5.82M 4.33%
+71,889
12
$4.08M 3.04%
29,309
-2,417
13
$4.07M 3.03%
+18,206
14
$4.06M 3.02%
+7,033
15
$3.87M 2.88%
+37,895
16
$3.56M 2.65%
19,691
-150
17
$3.47M 2.58%
+65,002
18
$3.41M 2.53%
+10,097
19
$3.06M 2.27%
3,957
-38
20
$2.69M 2%
79,780
-23,800
21
$2.55M 1.9%
+3,938
22
$2.4M 1.78%
+23,443
23
$2.35M 1.75%
28,200
+2,700
24
$2.32M 1.73%
+5,086
25
$246K 0.18%
+820
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