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
$931M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$7.75M
3
+$2.55M
4
ALRM icon
Alarm.com
ALRM
+$2.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Top Sells

1
+$9.77M
2
+$7.93M
3
+$6.71M
4
PAYC icon
Paycom
PAYC
+$5.3M
5
TXRH icon
Texas Roadhouse
TXRH
+$2.82M

Sector Composition

1 Technology 26.66%
2 Consumer Discretionary 17.66%
3 Healthcare 12.44%
4 Financials 11.19%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.04%
+2,800
152
$338K 0.04%
+2,959
153
$335K 0.04%
14,744
-900
154
$334K 0.04%
2,400
-145
155
$320K 0.03%
4,710
-1,396
156
$312K 0.03%
1,929
-123
157
$312K 0.03%
+14,600
158
$298K 0.03%
+8,361
159
$295K 0.03%
+5,245
160
$284K 0.03%
+2,123
161
– –
-20,928
162
– –
-70,500
163
– –
-12,539
164
– –
-5,443
165
– –
-19,845
166
– –
-1,927
167
– –
-3,052
168
– –
-13,679
169
– –
-1,455
170
– –
-86,940
171
– –
-23,400
172
– –
-12,078
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