MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.57B
1-Year Est. Return 23.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.8M
3
+$6.3M
4
TOST icon
Toast
TOST
+$5.76M
5
CSGP icon
CoStar Group
CSGP
+$4.09M

Top Sells

1
+$8.41M
2
+$7.11M
3
+$6.04M
4
SPLK
Splunk Inc
SPLK
+$5.84M
5
LCII icon
LCI Industries
LCII
+$5.18M

Sector Composition

1 Technology 28.14%
2 Industrials 12.89%
3 Financials 12.52%
4 Consumer Discretionary 12.18%
5 Healthcare 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.02%
+774
202
$241K 0.02%
799
-136
203
$239K 0.02%
1,397
+93
204
$236K 0.02%
3,960
+224
205
$229K 0.01%
1,723
-99
206
$221K 0.01%
18,488
-954
207
$221K 0.01%
+1,807
208
$214K 0.01%
+2,458
209
$213K 0.01%
+1,085
210
$203K 0.01%
3,001
-73
211
– –
-2,931
212
– –
-8,924
213
– –
-41,183
214
– –
-56,202
215
– –
-9,174
216
– –
-17,596
217
– –
-43,124
218
– –
-2,310
219
– –
-31,967
220
– –
-2,934
221
– –
-6,159
222
– –
-3,775
223
– –
-45,406
224
– –
-38,321
5 6 7 8
9