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
$715M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.63M
3
+$7.53M
4
WSO icon
Watsco Inc
WSO
+$3.81M
5
LASR icon
nLIGHT
LASR
+$2.63M

Top Sells

1
+$6.98M
2
+$4.01M
3
+$3.87M
4
CARE icon
Carter Bankshares
CARE
+$3.87M
5
XPO icon
XPO
XPO
+$3.63M

Sector Composition

1 Technology 22.76%
2 Consumer Discretionary 18.88%
3 Healthcare 16.08%
4 Industrials 12.3%
5 Financials 11.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.2%
9,194
-14
77
$1.45M 0.2%
6,413
+28
78
$1.43M 0.2%
+28,886
79
$1.4M 0.2%
+14,645
80
$1.4M 0.2%
10,199
+756
81
$1.38M 0.19%
54,300
-3,980
82
$1.37M 0.19%
+23,333
83
$1.36M 0.19%
+9,823
84
$1.33M 0.19%
+30,811
85
$1.33M 0.19%
6,000
-1,500
86
$1.33M 0.19%
+73,124
87
$1.32M 0.18%
+10,807
88
$1.31M 0.18%
120,000
89
$1.31M 0.18%
+18,825
90
$1.18M 0.16%
+30,098
91
$1.13M 0.16%
17,241
+3,834
92
$1.12M 0.16%
8,200
93
$1.11M 0.16%
11,644
+860
94
$1.08M 0.15%
+8,724
95
$1.08M 0.15%
17,247
+1,511
96
$1.04M 0.15%
+14,544
97
$1.04M 0.15%
312,440
-24,600
98
$1.02M 0.14%
595
-29
99
$1.02M 0.14%
+17,069
100
$983K 0.14%
10,640
+180
2 3
4
5 6