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
76
$2.2M 0.24%
69,690
+2,610
77
$2.15M 0.23%
11,871
-579
78
$2.13M 0.23%
533,382
+86,078
79
$2.12M 0.23%
31,161
-1,064
80
$2.1M 0.23%
35,691
-1,220
81
$2.01M 0.22%
33,252
+3,488
82
$1.93M 0.21%
16,965
-580
83
$1.9M 0.2%
16,848
-576
84
$1.88M 0.2%
27,029
-924
85
$1.78M 0.19%
12,076
-62
86
$1.76M 0.19%
14,115
-740
87
$1.67M 0.18%
22,469
+2,600
88
$1.47M 0.16%
22,555
-1,006
89
$1.42M 0.15%
33,570
-1,144
90
$1.42M 0.15%
690
-22
91
$1.31M 0.14%
46,995
+3,750
92
$1.28M 0.14%
4,822
+287
93
$1.25M 0.13%
20,468
-672
94
$1.25M 0.13%
6,220
+546
95
$1.19M 0.13%
+9,863
96
$1.18M 0.13%
6,006
+195
97
$1.15M 0.12%
4,377
98
$1.12M 0.12%
14,338
-500
99
$1.09M 0.12%
22,824
-335
100
$1.08M 0.12%
+8,141