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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
341
227
$7K ﹤0.01%
307
228
$6K ﹤0.01%
+970
229
$6K ﹤0.01%
+219
230
$6K ﹤0.01%
+371
231
$6K ﹤0.01%
2,000
232
$6K ﹤0.01%
100
233
$6K ﹤0.01%
147
234
$6K ﹤0.01%
83
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$6K ﹤0.01%
6
236
$6K ﹤0.01%
22
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$6K ﹤0.01%
+142
238
$6K ﹤0.01%
256
-44
239
$5K ﹤0.01%
260
240
$5K ﹤0.01%
220
241
$5K ﹤0.01%
60
242
$5K ﹤0.01%
+178
243
$5K ﹤0.01%
78
244
$5K ﹤0.01%
100
-83
245
$5K ﹤0.01%
100
246
$5K ﹤0.01%
+250
247
$5K ﹤0.01%
56
248
$5K ﹤0.01%
177
249
$5K ﹤0.01%
+98
250
$5K ﹤0.01%
44
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