MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.17B
1-Year Est. Return
29.51%
1 Year Est. Return
+29.51%
AUM
$2.17B
AUM Growth
+$384M
(+22%)
Holding
236
Top Buys
| 1 | +$16.8M | |
| 2 | +$16M | |
| 3 | +$10.1M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.16M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$8.79M |
Top Sells
| 1 | +$7.31M | |
| 2 | +$4.24M | |
| 3 | +$4.23M | |
| 4 |
Gentex
GNTX
|
+$4.09M |
| 5 |
Trex
TREX
|
+$3.51M |
Sector Composition
| 1 | Technology | 34.54% |
| 2 | Financials | 13.65% |
| 3 | Consumer Discretionary | 13.65% |
| 4 | Communication Services | 12% |
| 5 | Healthcare | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Texas Roadhouse
TXRH
$11.8B
| $201K | 0.01% |
+1,071
|
|
||
227
Under Armour
UAA
$2.05B
| $82K | ﹤0.01% |
12,005
+1,079
|
|
||
228
DoubleVerify
DV
$1.78B
| – | – |
-49,304
|
|
||
229
nCino
NCNO
$2.75B
| – | – |
-55,330
|
|
||
230
TransUnion
TRU
$15.3B
| – | – |
-51,010
|
|