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
101
$1.08M 0.12%
7,096
-1,035
102
$1.07M 0.11%
5,000
103
$1.02M 0.11%
60,489
-2,068
104
$1.02M 0.11%
7,147
-300
105
$1.01M 0.11%
4,637
106
$1M 0.11%
33,933
-1,160
107
$949K 0.1%
3,198
-80
108
$944K 0.1%
4,891
+91
109
$920K 0.1%
3,257
-278
110
$919K 0.1%
4,725
+600
111
$900K 0.1%
30,265
-12,302
112
$881K 0.09%
9,524
+600
113
$870K 0.09%
5,886
-520
114
$856K 0.09%
2,653
-406
115
$853K 0.09%
40,281
+1,734
116
$853K 0.09%
5,632
-730
117
$843K 0.09%
7,401
118
$781K 0.08%
13,144
+869
119
$741K 0.08%
3,121
-75
120
$685K 0.07%
4,532
-580
121
$664K 0.07%
12,553
-1,059
122
$660K 0.07%
1,862
+100
123
$658K 0.07%
11,250
+418
124
$658K 0.07%
4,002
-872
125
$651K 0.07%
14,062
-480