MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.17B
1-Year Est. Return 29.51%
This Quarter Est. Return
1 Year Est. Return
+29.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.63M
3
+$7.53M
4
WSO icon
Watsco Inc
WSO
+$3.81M
5
LASR icon
nLIGHT
LASR
+$2.63M

Top Sells

1
+$6.98M
2
+$4.01M
3
+$3.87M
4
CARE icon
Carter Bankshares
CARE
+$3.87M
5
XPO icon
XPO
XPO
+$3.63M

Sector Composition

1 Technology 22.76%
2 Consumer Discretionary 18.88%
3 Healthcare 16.08%
4 Industrials 12.3%
5 Financials 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.41%
500,000
27
$9.98M 1.4%
253,068
-176,996
28
$9.31M 1.3%
141,600
29
$9.31M 1.3%
45,708
+329
30
$9.3M 1.3%
110,652
+473
31
$8.95M 1.25%
242,500
-5,000
32
$8.39M 1.17%
8,083
+16
33
$8.33M 1.16%
124,670
34
$8.28M 1.16%
28,287
35
$7.76M 1.09%
429,875
-105,680
36
$7.63M 1.07%
+174,288
37
$7.59M 1.06%
67,000
38
$7.2M 1.01%
214,751
39
$6.81M 0.95%
382,763
+147,763
40
$6.71M 0.94%
388,129
41
$6.71M 0.94%
32,874
+1,410
42
$6.57M 0.92%
43,959
43
$6.55M 0.92%
121,117
+32,017
44
$6.33M 0.89%
234,052
45
$6.29M 0.88%
252,772
+57,772
46
$5.98M 0.84%
115,000
47
$5.95M 0.83%
52,772
+12,772
48
$5.9M 0.82%
113,701
+33,701
49
$5.58M 0.78%
68,615
50
$5.5M 0.77%
110,855
+35,855
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