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
$1.92B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$13.6M
3
+$13.2M
4
NVDA icon
NVIDIA
NVDA
+$13.1M
5
AMZN icon
Amazon
AMZN
+$9.85M

Top Sells

1
+$36M
2
+$8.91M
3
+$8.29M
4
CMCSA icon
Comcast
CMCSA
+$7.73M
5
GSHD icon
Goosehead Insurance
GSHD
+$6.65M

Sector Composition

1 Technology 32.57%
2 Consumer Discretionary 13.76%
3 Financials 13.29%
4 Communication Services 10.68%
5 Healthcare 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$132M 6.88%
527,172
+62,146
2
$111M 5.81%
829,491
+97,387
3
$109M 5.69%
258,985
+31,270
4
$106M 5.54%
484,580
+44,911
5
$101M 5.27%
531,053
+71,421
6
$59.3M 3.09%
146,719
+18,150
7
$53.7M 2.8%
91,725
+11,683
8
$49.8M 2.6%
215,006
+27,048
9
$45M 2.34%
99,229
+12,351
10
$43M 2.24%
81,737
+7,584
11
$37M 1.93%
40,349
+3,654
12
$36.8M 1.92%
407,263
+52,547
13
$31.6M 1.65%
131,988
+17,488
14
$31.1M 1.62%
98,442
+13,052
15
$30.4M 1.58%
39,375
+370
16
$29M 1.51%
86,889
+8,449
17
$28.7M 1.5%
48,372
-60,594
18
$25.2M 1.31%
53,206
+678
19
$22M 1.15%
282,834
+10,212
20
$21.5M 1.12%
42,546
+940
21
$20.7M 1.08%
53,340
+6,962
22
$20.7M 1.08%
23,214
+3,335
23
$18.3M 0.95%
106,737
+6,248
24
$18M 0.94%
19,116
+1,351
25
$15.2M 0.79%
40,950
+2,894
1
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