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
151
$240K 0.03%
7,632
+618
152
$228K 0.03%
669
+18
153
$227K 0.03%
4,328
+135
154
$224K 0.03%
1,986
+47
155
$215K 0.03%
8,701
+279
156
$212K 0.03%
4,092
-118
157
$209K 0.03%
15,840
+432
158
$206K 0.03%
1,110
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161
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162
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163
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164
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165
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166
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168
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169
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170
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172
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