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
51
$6.07M 0.7%
43,387
+7,355
52
$5.92M 0.68%
70,500
53
$5.83M 0.67%
68,615
54
$5.81M 0.67%
55,292
+2,520
55
$5.71M 0.66%
40,808
-3,151
56
$5.44M 0.63%
72,282
+788
57
$5.41M 0.63%
53,473
+8,463
58
$5.36M 0.62%
34,345
+4,958
59
$4.38M 0.51%
224,000
60
$4.15M 0.48%
40,000
61
$4.11M 0.47%
36,058
+5,960
62
$4M 0.46%
46,000
63
$3.77M 0.44%
15,244
+2,418
64
$3.39M 0.39%
17,682
+2,508
65
$3.35M 0.39%
8,783
+1,212
66
$2.98M 0.34%
74,547
+11,172
67
$2.55M 0.29%
22,995
+3,148
68
$2.48M 0.29%
41,866
+6,920
69
$2.4M 0.28%
34,606
+5,720
70
$2.28M 0.26%
6,403
+589
71
$2.22M 0.26%
10,000
72
$2.19M 0.25%
71,164
+11,760
73
$2.1M 0.24%
51,474
-12,360
74
$2.07M 0.24%
24,631
+3,895
75
$1.99M 0.23%
7,461
+1,048
1 2
3
4 5