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
$483M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$4.26M
2 +$4.12M
3 +$2.62M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
CRR
Carbo Ceramics Inc.
CRR
+$1.74M

Top Sells

1 +$3.54M
2 +$3.28M
3 +$2.95M
4
TPH icon
Tri Pointe Homes
TPH
+$1.96M
5
DGX icon
Quest Diagnostics
DGX
+$1.41M

Sector Composition

1 Financials 22.05%
2 Consumer Discretionary 20.05%
3 Technology 10.13%
4 Healthcare 8.33%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.44M 0.71%
49,607
+4,562
52
$3.33M 0.69%
180,000
+32,564
53
$3.12M 0.65%
18,000
54
$3.06M 0.63%
128,704
55
$3.04M 0.63%
61,000
+35,000
56
$2.92M 0.6%
46,000
57
$2.57M 0.53%
171,560
58
$2.42M 0.5%
2,167
59
$2.37M 0.49%
163,200
60
$2.36M 0.49%
118,646
61
$2.34M 0.48%
82,000
62
$2.25M 0.47%
50,000
+26,250
63
$2.21M 0.46%
175,000
+35,000
64
$1.92M 0.4%
50,090
-19,910
65
$1.8M 0.37%
112,553
+54,959
66
$1.62M 0.34%
44,000
+16,000
67
$1.56M 0.32%
143,200
+50,000
68
$1.55M 0.32%
30,000
69
$1.52M 0.32%
27,000
+14,500
70
$1.35M 0.28%
33,000
71
$1.14M 0.24%
+36,179
72
$1.07M 0.22%
19,000
+15,000
73
$1.07M 0.22%
65,529
74
$1.02M 0.21%
80,000
-154,000
75
$981K 0.2%
+50,810