MFT
Moisand Fitzgerald Tamayo Portfolio holdings
AUM
$791M
This Quarter Return
+2.74%
1 Year Return
+10.3%
3 Year Return
+35.11%
5 Year Return
+61.85%
10 Year Return
–
AUM
$172M
AUM Growth
+$3.58M
(+2.1%)
Cap. Flow
-$971K
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
57.05%
Holding
340
New
4
Increased
27
Reduced
64
Closed
43
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$402K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$268K |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$253K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$155K |
| 5 |
Schwab US REIT ETF
SCHH
|
$152K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$507K |
| 2 |
HIND
Vyome Holdings, Inc. Common Stock
HIND
|
$282K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$273K |
| 4 |
Apple
AAPL
|
$171K |
| 5 |
Enterprise Products Partners
EPD
|
$159K |
Sector Composition
| 1 | Communication Services | 1.14% |
| 2 | Financials | 1.12% |
| 3 | Technology | 1.01% |
| 4 | Consumer Discretionary | 1% |
| 5 | Healthcare | 0.85% |
