MFAM
Motley Fool Asset Management Portfolio holdings
AUM
$2.57B
1-Year Est. Return
23.21%
This Fund
S&P 500
1 Year Est. Return
+23.21%
AUM
$2.57B
AUM Growth
+$144M
(+6%)
Holding
261
Top Buys
| 1 | +$29.8M | |
| 2 | +$28.4M | |
| 3 | +$21.8M | |
| 4 |
Netflix
NFLX
|
+$15.2M |
| 5 |
Visa
V
|
+$15M |
Top Sells
| 1 | +$31.6M | |
| 2 | +$22.8M | |
| 3 | +$20.9M | |
| 4 |
Walmart Inc
WMT
|
+$20.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$19.9M |
Sector Composition
| 1 | Technology | 34.61% |
| 2 | Communication Services | 14.12% |
| 3 | Financials | 14.11% |
| 4 | Consumer Discretionary | 12.58% |
| 5 | Healthcare | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Duolingo
DUOL
$4.67B
| – | – |
-746
|
|
||
252
Electronic Arts
EA
$50.2B
| – | – |
-20,239
|
|
||
253
e.l.f. Beauty
ELF
$5.44B
| – | – |
-1,853
|
|
||
254
Gentex
GNTX
$5.04B
| – | – |
-51,249
|
|
||
255
Houlihan Lokey
HLI
$11.4B
| – | – |
-1,146
|
|
||
256
Monolithic Power Systems
MPWR
$55.7B
| – | – |
-3,757
|
|
||
257
Northern Oil and Gas
NOG
$2.69B
| – | – |
-93,439
|
|
||
258
Ollie's Bargain Outlet
OLLI
$6.57B
| – | – |
-1,688
|
|