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
$1.54B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.4M
3
+$2.77M
4
SPGI icon
S&P Global
SPGI
+$2.63M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$13.6M
2
+$6.3M
3
+$5.71M
4
PRLB icon
Protolabs
PRLB
+$5.01M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$3.3M

Sector Composition

1 Technology 30.79%
2 Consumer Discretionary 13.99%
3 Healthcare 12.85%
4 Financials 12.05%
5 Industrials 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.88M 0.58%
70,000
52
$8.81M 0.57%
65,414
53
$8.55M 0.56%
26,053
+623
54
$7.99M 0.52%
52,446
-858
55
$7.96M 0.52%
168,300
-120,839
56
$7.96M 0.52%
47,027
+1,924
57
$7.84M 0.51%
+100,000
58
$7.84M 0.51%
49,500
59
$7.53M 0.49%
13,073
+1,612
60
$7.17M 0.47%
26,901
-441
61
$6.32M 0.41%
10,348
+39
62
$6.28M 0.41%
23,150
+229
63
$6.21M 0.4%
433,783
-7,110
64
$6.19M 0.4%
80,801
-1,323
65
$6.11M 0.4%
42,275
-693
66
$6.03M 0.39%
41,512
+8,263
67
$6.02M 0.39%
75,000
68
$5.62M 0.36%
39,948
-654
69
$5.61M 0.36%
150,751
+22,398
70
$5.49M 0.36%
223,390
-3,660
71
$5.36M 0.35%
77,824
-1,275
72
$5.33M 0.35%
99,991
-887
73
$5.31M 0.34%
66,238
+13,042
74
$5.04M 0.33%
60,186
-985
75
$5.03M 0.33%
103,800
+3,990
1 2
3
4 5