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
101
$964K 0.13%
6,400
102
$938K 0.13%
11,500
103
$852K 0.12%
4,531
+138
104
$834K 0.12%
37,575
+3,765
105
$833K 0.12%
5,250
106
$783K 0.11%
3,562
+319
107
$757K 0.11%
2,514
-96
108
$748K 0.1%
+18,005
109
$735K 0.1%
5,358
+171
110
$705K 0.1%
15,768
+110
111
$698K 0.1%
4,374
+63
112
$683K 0.1%
10,734
-16
113
$666K 0.09%
+29,293
114
$658K 0.09%
3,341
+108
115
$601K 0.08%
5,531
+700
116
$595K 0.08%
3,688
-159
117
$589K 0.08%
7,822
+481
118
$582K 0.08%
9,084
+288
119
$560K 0.08%
3,800
+117
120
$549K 0.08%
1,882
-61
121
$541K 0.08%
4,349
-75
122
$514K 0.07%
3,099
+294
123
$495K 0.07%
3,774
+408
124
$488K 0.07%
4,494
-278
125
$483K 0.07%
7,608
+243
3 4
5
6 7