MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.42B
1-Year Est. Return 29.93%
This Quarter Est. Return
1 Year Est. Return
+29.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$6.7M
3
+$6.21M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$5.08M
5
AMWD icon
American Woodmark
AMWD
+$4.94M

Top Sells

1
+$6.9M
2
+$4.6M
3
+$4.57M
4
NLY icon
Annaly Capital Management
NLY
+$3.5M
5
YUM icon
Yum! Brands
YUM
+$3.15M

Sector Composition

1 Financials 21.2%
2 Consumer Discretionary 19.04%
3 Technology 8.79%
4 Healthcare 8.15%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.99M 1.51%
535,555
27
$5.89M 1.48%
121,164
+5,000
28
$5.64M 1.42%
169,918
29
$5.13M 1.29%
624,780
30
$5.08M 1.28%
+100,083
31
$4.78M 1.2%
426,690
+21,872
32
$4.14M 1.04%
149,000
+20,000
33
$3.92M 0.99%
123,367
34
$3.84M 0.97%
247,500
+23,500
35
$3.84M 0.97%
422,144
+75,177
36
$3.77M 0.95%
123,000
-100,000
37
$3.61M 0.91%
232,160
38
$3.5M 0.88%
68,000
+18,000
39
$3.5M 0.88%
18,000
40
$3.49M 0.88%
175,000
+20,000
41
$3.44M 0.86%
29,023
42
$3.35M 0.84%
7,000
+1,200
43
$3.31M 0.83%
59,988
44
$3.26M 0.82%
36,050
45
$3.08M 0.78%
110,400
46
$3.07M 0.77%
45,045
+4,561
47
$3.05M 0.77%
370,829
+33,750
48
$2.97M 0.75%
58,000
+2,689
49
$2.9M 0.73%
5,225
+1,709
50
$2.69M 0.68%
128,704
+20,000
1
2
3 4