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
$1.54B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.4M
3
+$2.77M
4
SPGI icon
S&P Global
SPGI
+$2.63M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$13.6M
2
+$6.3M
3
+$5.71M
4
PRLB icon
Protolabs
PRLB
+$5.01M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$3.3M

Sector Composition

1 Technology 30.79%
2 Consumer Discretionary 13.99%
3 Healthcare 12.85%
4 Financials 12.05%
5 Industrials 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$940K 0.06%
+3,583
152
$932K 0.06%
6,554
-423
153
$915K 0.06%
6,061
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154
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155
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52,766
-3,974
156
$877K 0.06%
10,190
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157
$876K 0.06%
7,133
-405
158
$862K 0.06%
16,538
-219
159
$844K 0.05%
+1,480
160
$838K 0.05%
1,342
-80
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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167
– –
-14,351
168
– –
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169
– –
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170
– –
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3 4 5 6
7