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
$866M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$4.45M
3
+$2.21M
4
MSFT icon
Microsoft
MSFT
+$2.16M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.12M

Top Sells

1
+$8.07M
2
+$7.76M
3
+$4.14M
4
PAYC icon
Paycom
PAYC
+$3.45M
5
TPH icon
Tri Pointe Homes
TPH
+$1.31M

Sector Composition

1 Technology 24.06%
2 Consumer Discretionary 17.47%
3 Healthcare 15.55%
4 Industrials 11.52%
5 Financials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.33%
184,929
27
$11.4M 1.31%
46,929
+1,221
28
$10.3M 1.2%
127,457
+6,340
29
$10.2M 1.18%
234,052
30
$10.1M 1.17%
141,600
31
$9.93M 1.15%
242,500
32
$9.74M 1.13%
179,088
+4,800
33
$9.73M 1.12%
70,000
34
$9.65M 1.12%
21,306
+20,229
35
$9.64M 1.11%
214,751
36
$9.58M 1.11%
124,670
37
$9.49M 1.1%
67,000
38
$8.51M 0.98%
382,023
-740
39
$8.07M 0.93%
8,104
+21
40
$7.83M 0.9%
264,212
+11,440
41
$7.7M 0.89%
38,306
+5,432
42
$7.66M 0.89%
45,969
+7,655
43
$7.55M 0.87%
379,029
-9,100
44
$7.17M 0.83%
115,000
45
$7.1M 0.82%
109,461
-4,240
46
$6.93M 0.8%
21,000
-24,450
47
$6.56M 0.76%
117,955
+7,100
48
$6.35M 0.73%
111,808
+5,000
49
$6.2M 0.72%
300,000
-200,000
50
$6.09M 0.7%
730,215
+48,420
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