MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$2.08M
2 +$366K
3 +$302K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$285K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$279K

Top Sells

1 +$268K
2 +$236K
3 +$148K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$129K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$79.8K

Sector Composition

1 Healthcare 1.3%
2 Communication Services 1.09%
3 Financials 1.07%
4 Energy 1.02%
5 Technology 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6K ﹤0.01%
+118
227
$6K ﹤0.01%
+56
228
$6K ﹤0.01%
+78
229
$6K ﹤0.01%
+147
230
$6K ﹤0.01%
+124
231
$5K ﹤0.01%
+95
232
$5K ﹤0.01%
+66
233
$5K ﹤0.01%
+38
234
$5K ﹤0.01%
+49
235
$5K ﹤0.01%
+121
236
$5K ﹤0.01%
+53
237
$4K ﹤0.01%
+24
238
$4K ﹤0.01%
+8
239
$4K ﹤0.01%
+52
240
$4K ﹤0.01%
+39
241
$4K ﹤0.01%
+68
242
0
243
$4K ﹤0.01%
+226
244
$4K ﹤0.01%
+78
245
$4K ﹤0.01%
+76
246
$4K ﹤0.01%
+44
247
$4K ﹤0.01%
+24
248
$4K ﹤0.01%
+59
249
$4K ﹤0.01%
+200
250
$4K ﹤0.01%
+37