MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
+11
227
$0 ﹤0.01%
+12
228
$0 ﹤0.01%
+16
229
– –
0
230
$0 ﹤0.01%
+34
231
$0 ﹤0.01%
+42
232
$0 ﹤0.01%
+108
233
$0 ﹤0.01%
+6
6 7 8 9
10