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
$464M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.11M
3
+$1.66M
4
AMWD icon
American Woodmark
AMWD
+$1.35M
5
TWTR
Twitter, Inc.
TWTR
+$1.23M

Top Sells

1
+$4.84M
2
+$3.12M
3
+$3.04M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.29M
5
CRR
Carbo Ceramics Inc.
CRR
+$1.23M

Sector Composition

1 Financials 22.41%
2 Consumer Discretionary 19.69%
3 Technology 9.83%
4 Healthcare 8%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 3.81%
93
2
$16.2M 3.49%
24,700
3
$14.5M 3.13%
134,697
+3,300
4
$14M 3.03%
473,335
+55,970
5
$14M 3.03%
485,329
-485
6
$14M 3.01%
596,100
7
$12.8M 2.77%
357,600
8
$11.6M 2.51%
501,200
9
$11.6M 2.5%
375,000
10
$11.2M 2.41%
254,190
+10,000
11
$11M 2.38%
107,800
+4,000
12
$11M 2.37%
436,600
13
$10.9M 2.34%
58,100
14
$10.7M 2.3%
92,558
+2,000
15
$10.7M 2.3%
334,407
+42,339
16
$10.6M 2.29%
+274,872
17
$9.11M 1.97%
990,600
+20,000
18
$9.06M 1.95%
100,700
19
$9.01M 1.94%
760,000
20
$8.72M 1.88%
178,200
21
$8.71M 1.88%
294,898
-163,976
22
$8.11M 1.75%
439,500
23
$7.55M 1.63%
137,101
+15,000
24
$7.46M 1.61%
169,918
25
$7.28M 1.57%
340,500
1
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