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
$772M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.3M
3
+$3.57M
4
WSO icon
Watsco Inc
WSO
+$3.14M
5
ABBV icon
AbbVie
ABBV
+$2.09M

Top Sells

1
+$9.31M
2
+$8.4M
3
+$7.25M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$5.67M
5
PCTY icon
Paylocity
PCTY
+$5.32M

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 16.12%
3 Healthcare 14.68%
4 Industrials 10.61%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.07%
4,282
+280
127
$541K 0.07%
5,399
+562
128
$478K 0.06%
10,277
+673
129
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15,047
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130
$451K 0.06%
6,027
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131
$448K 0.06%
3,692
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132
$447K 0.06%
3,308
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133
$400K 0.05%
8,093
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134
$395K 0.05%
6,730
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135
$391K 0.05%
11,414
-1,139
136
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137
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138
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438
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139
$366K 0.05%
4,690
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140
$361K 0.05%
3,127
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141
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74,403
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142
$359K 0.05%
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143
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144
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14,465
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145
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146
$347K 0.05%
2,219
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147
$343K 0.04%
12,032
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148
$333K 0.04%
5,041
-134
149
$333K 0.04%
1,040
+96
150
$333K 0.04%
6,354
-1,191
3 4 5
6
7