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
$904M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.7M
3
+$6.1M
4
EMN icon
Eastman Chemical
EMN
+$2.35M
5
NARI
Inari Medical, Inc. Common Stock
NARI
+$1.19M

Top Sells

1
+$10.3M
2
+$5.77M
3
+$5.7M
4
TXN icon
Texas Instruments
TXN
+$3.9M
5
WSO icon
Watsco Inc
WSO
+$2.72M

Sector Composition

1 Technology 27.69%
2 Consumer Discretionary 16.73%
3 Industrials 14.08%
4 Financials 12.06%
5 Healthcare 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$853K 0.09%
48,742
-945
102
$802K 0.09%
53,101
+9,017
103
$777K 0.09%
12,746
-452
104
$767K 0.08%
29,117
-2,280
105
$591K 0.07%
16,749
-801
106
$586K 0.06%
13,214
-393
107
$585K 0.06%
10,694
+520
108
$583K 0.06%
12,972
-252
109
$404K 0.04%
14,832
+968
110
$404K 0.04%
10,775
+1,853
111
$346K 0.04%
8,718
+444
112
$228K 0.03%
23,737
+1,475
113
– –
-2,206
114
– –
-3,594
115
– –
-6,219
116
– –
-8,801
117
– –
-5,564
118
– –
-1,764
119
– –
-2,181
120
– –
-22,104
121
– –
-6,784
122
– –
-16,603
123
– –
-6,296
124
– –
-866
125
– –
-3,607
3 4
5
6 7