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
$336M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$7.25M
2 +$6.39M
3 +$3.15M
4
CHRW icon
C.H. Robinson
CHRW
+$2.44M
5
TPH icon
Tri Pointe Homes
TPH
+$2.08M

Top Sells

1 +$5.54M
2 +$3.78M
3 +$2.99M
4
RRGB icon
Red Robin
RRGB
+$1.78M
5
MATV icon
Mativ Holdings
MATV
+$557K

Sector Composition

1 Financials 23.28%
2 Consumer Discretionary 19.15%
3 Communication Services 7.62%
4 Healthcare 7.54%
5 Real Estate 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-151,702
77
-29,998