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
51
$5.47M 0.76%
681,795
+244,558
52
$5.29M 0.74%
106,808
+25,259
53
$5.02M 0.7%
38,314
+1,571
54
$4.98M 0.7%
71,494
+564
55
$4.65M 0.65%
36,032
+2,483
56
$4.64M 0.65%
70,500
57
$4.39M 0.61%
45,010
+849
58
$3.88M 0.54%
29,387
+773
59
$3.87M 0.54%
46,000
60
$3.85M 0.54%
40,000
61
$3.74M 0.52%
224,000
62
$3.19M 0.45%
12,826
+423
63
$2.61M 0.36%
15,174
+355
64
$2.44M 0.34%
+7,571
65
$2.18M 0.3%
19,847
+812
66
$2.16M 0.3%
63,375
+6,220
67
$1.9M 0.27%
10,000
-698
68
$1.76M 0.25%
+59,404
69
$1.61M 0.23%
+8,263
70
$1.59M 0.22%
+34,946
71
$1.59M 0.22%
+63,834
72
$1.57M 0.22%
+52,217
73
$1.56M 0.22%
5,814
+430
74
$1.54M 0.21%
20,736
+1,754
75
$1.47M 0.21%
+24,662
1 2
3
4 5