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
$463M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.81M
3
+$7.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.49M
5
XPO icon
XPO
XPO
+$6.75M

Top Sells

1
+$12.5M
2
+$12.5M
3
+$11.2M
4
NTUS
Natus Medical Inc
NTUS
+$9.37M
5
INTC icon
Intel
INTC
+$7.94M

Sector Composition

1 Consumer Discretionary 26.58%
2 Healthcare 15.5%
3 Technology 14.58%
4 Financials 13.69%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.64%
+35,938
52
$2.72M 0.59%
90,529
53
$2.71M 0.58%
51,000
54
$2.65M 0.57%
18,500
55
$2.55M 0.55%
110,400
56
$2.51M 0.54%
200,000
57
$2.32M 0.5%
46,600
+16,000
58
$2.16M 0.47%
50,000
59
$2.04M 0.44%
40,000
60
$1.34M 0.29%
100,000
61
$1.12M 0.24%
11,500
+3,000
62
$1.11M 0.24%
6,400
+1,400
63
$1.06M 0.23%
5,000
64
$980K 0.21%
6,000
65
$900K 0.19%
+26,800
66
– –
-278,704
67
– –
-55,000
68
– –
-180,480
69
– –
-219,000
70
– –
-58,085
71
– –
-239,500
72
– –
-30,000
73
– –
-15,000
74
– –
-16,120
75
– –
-495,517
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3
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