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
$172M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$268K
3
+$253K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$155K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$152K

Top Sells

1
+$507K
2
+$282K
3
+$273K
4
AAPL icon
Apple
AAPL
+$171K
5
EPD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
95
227
$5K ﹤0.01%
121
228
$5K ﹤0.01%
37
229
$4K ﹤0.01%
24
230
$4K ﹤0.01%
8
231
$4K ﹤0.01%
52
232
$4K ﹤0.01%
95
233
$4K ﹤0.01%
+154
234
$4K ﹤0.01%
78
235
$4K ﹤0.01%
76
236
$4K ﹤0.01%
+22
237
$4K ﹤0.01%
38
238
$4K ﹤0.01%
44
239
$4K ﹤0.01%
76
+35
240
$4K ﹤0.01%
78
241
$4K ﹤0.01%
59
242
$3K ﹤0.01%
36
243
$3K ﹤0.01%
11
244
$3K ﹤0.01%
90
245
$3K ﹤0.01%
100
246
$3K ﹤0.01%
58
247
$3K ﹤0.01%
38
+35
248
$3K ﹤0.01%
21
249
– –
0
250
$3K ﹤0.01%
36
8 9
10
11 12