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
51
$4.97M 0.53%
58,624
-14,000
52
$4.95M 0.53%
110,000
53
$4.84M 0.52%
16,451
-2,411
54
$4.78M 0.51%
84,929
-50,000
55
$4.51M 0.48%
31,205
-2,703
56
$4.19M 0.45%
224,000
57
$4.11M 0.44%
18,827
+1,582
58
$3.13M 0.34%
232,863
-60,115
59
$3.09M 0.33%
68,812
-2,352
60
$2.86M 0.31%
38,646
-1,320
61
$2.83M 0.3%
17,199
-588
62
$2.74M 0.29%
8,319
-97
63
$2.71M 0.29%
33,462
-1,144
64
$2.69M 0.29%
26,566
+2,235
65
$2.68M 0.29%
570,810
-19,512
66
$2.55M 0.27%
+39,659
67
$2.52M 0.27%
7,801
-2,320
68
$2.51M 0.27%
10,000
69
$2.5M 0.27%
425,800
+68,000
70
$2.49M 0.27%
15,318
+1,645
71
$2.49M 0.27%
10,329
+618
72
$2.43M 0.26%
50,635
+28,190
73
$2.43M 0.26%
38,680
-1,320
74
$2.27M 0.24%
23,707
-808
75
$2.24M 0.24%
49,774
-1,700