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
$1.13B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.22M
3
+$4.96M
4
MSFT icon
Microsoft
MSFT
+$4.96M
5
INTC icon
Intel
INTC
+$4.63M

Top Sells

1
+$7.44M
2
+$7.04M
3
+$6.88M
4
TDOC icon
Teladoc Health
TDOC
+$6.43M
5
LCII icon
LCI Industries
LCII
+$3.88M

Sector Composition

1 Technology 29.01%
2 Consumer Discretionary 17.37%
3 Healthcare 12.78%
4 Industrials 10.85%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71M 6.31%
446,360
+24,380
2
$41.8M 3.72%
358,304
+44,664
3
$40.9M 3.63%
175,672
+1,368
4
$36.4M 3.23%
107,319
+2,177
5
$34.8M 3.09%
469,940
+29,100
6
$34.4M 3.06%
162,032
+23,331
7
$30.3M 2.69%
240,306
+2,430
8
$26.4M 2.35%
24,387
9
$25.6M 2.28%
80,500
10
$25.3M 2.25%
277,368
+2,466
11
$24.9M 2.21%
132,325
-39,508
12
$23.3M 2.07%
135,665
+408
13
$22.9M 2.04%
126,000
14
$22.1M 1.96%
112,045
+2,886
15
$21.3M 1.9%
205,272
16
$20.7M 1.83%
121,500
17
$19.9M 1.77%
883,000
18
$18.9M 1.68%
219,977
+2,880
19
$18.5M 1.64%
59,400
-4,000
20
$17.6M 1.57%
60,000
21
$16.7M 1.48%
21,887
+262
22
$16.6M 1.48%
173,339
-16,188
23
$15.8M 1.4%
59,163
+3,094
24
$15.3M 1.36%
70,000
-29,341
25
$15.3M 1.36%
181,600
1
2 3 4 5