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
151
$330K 0.04%
7,616
+452
152
$326K 0.04%
24,900
+3,700
153
$293K 0.04%
14,270
+930
154
$291K 0.04%
10,632
+690
155
$290K 0.04%
16,956
+2,212
156
$281K 0.04%
8,865
+504
157
$280K 0.04%
2,044
+115
158
$258K 0.03%
+3,052
159
$241K 0.03%
12,407
-644
160
– –
-1,369
161
– –
-14,115
162
– –
-14,600
163
– –
-68,615
164
– –
-9,056
165
– –
-5,245
166
– –
-2,123
167
– –
-22,824
168
– –
-2,800
169
– –
-14,062
3 4 5 6
7