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
$1.55B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.07M
3
+$6.93M
4
AAPL icon
Apple
AAPL
+$5.94M
5
CSGP icon
CoStar Group
CSGP
+$4.59M

Top Sells

1
+$8.72M
2
+$7.11M
3
+$6.8M
4
SPLK
Splunk Inc
SPLK
+$5.84M
5
LCII icon
LCI Industries
LCII
+$5.18M

Sector Composition

1 Technology 28.42%
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
1
$94.5M 6.11%
224,574
+16,807
2
$85.5M 5.53%
474,161
+21,178
3
$80.4M 5.2%
468,789
+34,629
4
$74M 4.79%
486,168
+24,581
5
$68M 4.4%
752,150
+49,070
6
$38.8M 2.51%
79,836
+5,599
7
$38.7M 2.5%
123,575
-21,727
8
$36.9M 2.39%
76,594
+1,656
9
$34.7M 2.24%
80,288
-7,733
10
$26.9M 1.74%
63,928
+3,820
11
$26.3M 1.7%
78,260
-3,552
12
$23.7M 1.53%
32,378
+1,018
13
$21.4M 1.39%
71,182
+70
14
$21.2M 1.37%
550,866
-19,812
15
$20.5M 1.33%
154,570
+16,210
16
$20.2M 1.3%
61,960
-1,847
17
$19.7M 1.28%
114,660
-5,226
18
$18.7M 1.21%
67,098
+7,095
19
$17M 1.1%
85,099
+5,491
20
$16.5M 1.07%
274,520
+34,445
21
$16.4M 1.06%
93,416
+5,948
22
$16.1M 1.04%
122,482
-5,752
23
$15.9M 1.03%
80,304
-2,114
24
$15.4M 1%
31,220
+3,533
25
$14.6M 0.95%
107,510
-34,618
1
2 3 4 5