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
126
$459K 0.06%
29,822
+3,187
127
$453K 0.06%
9,939
-2
128
$449K 0.06%
2,809
-65
129
$447K 0.06%
7,718
-3,362
130
$445K 0.06%
8,924
-654
131
$444K 0.06%
9,533
-155
132
$440K 0.06%
+9,683
133
$418K 0.06%
+12,780
134
$415K 0.06%
54,237
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135
$381K 0.05%
1,431
+158
136
$380K 0.05%
1,077
+173
137
$379K 0.05%
13,507
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138
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2,675
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139
$367K 0.05%
14,920
+1,258
140
$345K 0.05%
7,416
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141
$333K 0.05%
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142
$317K 0.04%
10,489
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143
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3,755
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144
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3,526
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145
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10,081
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146
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147
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2,106
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148
$277K 0.04%
20,370
-260
149
$266K 0.04%
4,747
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150
$252K 0.04%
6,012
+544