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
$931M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$7.75M
3
+$2.55M
4
ALRM icon
Alarm.com
ALRM
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Top Sells

1
+$9.77M
2
+$7.93M
3
+$6.71M
4
PAYC icon
Paycom
PAYC
+$5.3M
5
TXRH icon
Texas Roadhouse
TXRH
+$2.82M

Sector Composition

1 Technology 26.66%
2 Consumer Discretionary 17.66%
3 Healthcare 12.44%
4 Financials 11.19%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.43%
210,700
27
$12.5M 1.34%
21,443
+144
28
$12.5M 1.34%
115,239
-3,056
29
$12.2M 1.31%
113,914
-10,756
30
$10.6M 1.14%
50,000
+42,800
31
$10.3M 1.11%
214,751
32
$10.2M 1.1%
34,000
+4,000
33
$10.1M 1.09%
49,399
-3,517
34
$9.96M 1.07%
141,600
35
$9.76M 1.05%
116,535
-1,420
36
$9.54M 1.02%
42,103
+296
37
$9.03M 0.97%
7,900
38
$8.92M 0.96%
207,546
+58,167
39
$8.69M 0.93%
300,000
40
$8.54M 0.92%
115,000
41
$8.52M 0.92%
60,000
-7,000
42
$8.15M 0.88%
111,022
+105,541
43
$8.12M 0.87%
257,170
-2,124
44
$8.1M 0.87%
379,029
45
$7.85M 0.84%
234,052
46
$7.25M 0.78%
68,615
47
$6.95M 0.75%
37,002
+137
48
$6.79M 0.73%
55,000
49
$6.24M 0.67%
307,451
-5,212
50
$5.56M 0.6%
54,788
-504
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