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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
78
227
$4K ﹤0.01%
+56
228
$4K ﹤0.01%
76
229
$4K ﹤0.01%
100
230
$4K ﹤0.01%
44
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59
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37
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$3K ﹤0.01%
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100
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10
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100
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$3K ﹤0.01%
47
-664
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$2K ﹤0.01%
36
250
$2K ﹤0.01%
30
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