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
$1.02B
AUM Growth
-$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$633K
3
+$448K
4
FSLR icon
First Solar
FSLR
+$278K
5
NOG icon
Northern Oil and Gas
NOG
+$255K

Top Sells

1
+$3.34M
2
+$1.74M
3
+$1.35M
4
WSO icon
Watsco Inc
WSO
+$1.12M
5
AXON icon
Axon Enterprise
AXON
+$811K

Sector Composition

1 Technology 26.86%
2 Consumer Discretionary 15%
3 Financials 14.68%
4 Industrials 13.15%
5 Healthcare 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.4M 5.15%
378,885
-3,017
2
$50M 4.91%
442,118
-7,142
3
$45M 4.43%
468,332
-6,548
4
$40.9M 4.02%
175,584
-1,402
5
$39.9M 3.93%
155,147
-4,368
6
$28.5M 2.8%
100,275
-2,132
7
$28.4M 2.79%
245,084
-7,004
8
$20.1M 1.98%
70,764
-1,764
9
$18.9M 1.86%
71,397
-558
10
$18.3M 1.8%
135,406
-3,492
11
$17.6M 1.73%
53,390
-1,342
12
$17.3M 1.7%
82,082
-2,124
13
$16.7M 1.64%
76,355
-1,835
14
$15.2M 1.5%
661,476
-16,668
15
$14.9M 1.47%
31,588
-602
16
$13.8M 1.36%
57,195
-1,740
17
$13.6M 1.34%
161,788
-3,651
18
$13.6M 1.33%
50,803
-309
19
$12.8M 1.26%
69,900
-1,800
20
$12.8M 1.26%
270,356
-7,002
21
$12.5M 1.23%
82,756
-2,262
22
$12.5M 1.23%
192,363
-6,481
23
$12M 1.18%
23,682
-171
24
$11.1M 1.09%
19,570
-462
25
$11M 1.08%
160,569
-4,158
1
2 3 4 5