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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
121
227
$5K ﹤0.01%
25
228
$4K ﹤0.01%
+69
229
$4K ﹤0.01%
60
230
$4K ﹤0.01%
265
231
$4K ﹤0.01%
95
232
$4K ﹤0.01%
76
233
$4K ﹤0.01%
+76
234
$4K ﹤0.01%
72
-689
235
$4K ﹤0.01%
44
236
$3K ﹤0.01%
36
237
$3K ﹤0.01%
36
238
$3K ﹤0.01%
35
239
$3K ﹤0.01%
100
240
$3K ﹤0.01%
58
241
$3K ﹤0.01%
51
242
$3K ﹤0.01%
56
243
$3K ﹤0.01%
+55
244
$3K ﹤0.01%
49
245
$3K ﹤0.01%
100
246
$3K ﹤0.01%
21
247
$2K ﹤0.01%
95
248
$2K ﹤0.01%
56
249
$2K ﹤0.01%
+33
250
$2K ﹤0.01%
116
8 9
10
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