MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.57B
1-Year Est. Return 23.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
-$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.96M
3
+$2.6M
4
PII icon
Polaris
PII
+$2.3M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$2.09M

Top Sells

1
+$7.68M
2
+$5.03M
3
+$3.34M
4
HDB icon
HDFC Bank
HDB
+$2.96M
5
COST icon
Costco
COST
+$2.96M

Sector Composition

1 Consumer Discretionary 22.55%
2 Financials 19.6%
3 Healthcare 11.23%
4 Technology 9.37%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$788K 0.14%
44,000
77
$241K 0.04%
+50,000
78
– –
-696,000
79
– –
-27,000
80
– –
-341,916
1 2 3
4