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
$999M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$2.78M
3
+$2.27M
4
META icon
Meta Platforms (Facebook)
META
+$1.79M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$1.06M

Top Sells

1
+$6.11M
2
+$5.49M
3
+$3.57M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.55M
5
COST icon
Costco
COST
+$3.03M

Sector Composition

1 Technology 28.66%
2 Consumer Discretionary 17.19%
3 Healthcare 13.77%
4 Industrials 10.51%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$438K 0.04%
4,450
-240
152
$421K 0.04%
+15,330
153
$413K 0.04%
+4,120
154
$391K 0.04%
3,172
+120
155
$387K 0.04%
+3,024
156
$381K 0.04%
9,942
-690
157
$377K 0.04%
+1,374
158
$344K 0.03%
2,119
+75
159
– –
-27,444
160
– –
-7,395
161
– –
-2,370
162
– –
-16,956
163
– –
-12,032
164
– –
-14,270
165
– –
-66,000
166
– –
-8,865
167
– –
-234,052
168
– –
-12,407
3 4 5 6
7