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
$746M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$5.25M
3
+$4.98M
4
TUP
Tupperware Brands Corporation
TUP
+$4.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.93M

Top Sells

1
+$13.5M
2
+$8.13M
3
+$5.19M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.54M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Consumer Discretionary 23.13%
2 Technology 19.37%
3 Healthcare 14%
4 Financials 13.33%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.05%
11,870
+1,462
127
$318K 0.04%
+6,252
128
$303K 0.04%
+17,550
129
$303K 0.04%
1,097
+165
130
$285K 0.04%
2,136
+180
131
$282K 0.04%
2,328
+366
132
$264K 0.04%
+4,290
133
$263K 0.04%
+1,956
134
$243K 0.03%
8,834
+780
135
$238K 0.03%
1,787
+314
136
$222K 0.03%
+8,058
137
$214K 0.03%
+13,296
138
$213K 0.03%
+3,410
139
$211K 0.03%
+3,533
140
$210K 0.03%
+3,012
141
$207K 0.03%
+4,464
142
$204K 0.03%
+5,958
143
– –
-4,150
144
– –
-5,068
145
– –
-22,860
146
– –
-46,064
147
– –
-6,113
148
– –
-5,612
149
– –
-20,026
150
– –
-43,460
3 4 5
6
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