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
$463M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.81M
3
+$7.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.49M
5
XPO icon
XPO
XPO
+$6.75M

Top Sells

1
+$12.5M
2
+$12.5M
3
+$11.2M
4
NTUS
Natus Medical Inc
NTUS
+$9.37M
5
INTC icon
Intel
INTC
+$7.94M

Sector Composition

1 Consumer Discretionary 26.58%
2 Healthcare 15.5%
3 Technology 14.58%
4 Financials 13.69%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 3.9%
157,500
+67,500
2
$16.5M 3.56%
136,500
+42,000
3
$15.9M 3.42%
957,051
+407,686
4
$15.3M 3.31%
15,700
5
$15.1M 3.25%
340,000
+90,000
6
$14.5M 3.12%
201,000
+121,000
7
$14M 3.03%
315,429
8
$13.8M 2.99%
115,000
9
$11.9M 2.57%
316,700
10
$11.5M 2.49%
540,000
11
$11.1M 2.39%
115,000
12
$10.8M 2.33%
133,772
+74,500
13
$10.8M 2.32%
388,129
-32,976
14
$10.7M 2.32%
116,907
15
$10.6M 2.3%
1,040,600
16
$10.4M 2.25%
259,000
17
$9.95M 2.15%
99,670
18
$9.62M 2.08%
154,500
19
$9.18M 1.98%
47,000
20
$8.85M 1.91%
535,555
21
$8.13M 1.75%
247,500
-35,000
22
$7.81M 1.69%
+55,000
23
$7.78M 1.68%
64,000
24
$7.72M 1.67%
134,918
25
$7.5M 1.62%
30
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