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
$220M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$50K
3
+$42.4K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$41.4K
5
QCOM icon
Qualcomm
QCOM
+$40.4K

Top Sells

1
+$8.04M
2
+$7.68M
3
+$7.61M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.82M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.8M

Sector Composition

1 Industrials 1.01%
2 Consumer Discretionary 0.67%
3 Technology 0.67%
4 Communication Services 0.5%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+306
227
$6K ﹤0.01%
+57
228
$6K ﹤0.01%
106
+92
229
$6K ﹤0.01%
+56
230
$6K ﹤0.01%
10
+8
231
$6K ﹤0.01%
+176
232
$6K ﹤0.01%
+20
233
$6K ﹤0.01%
+64
234
$6K ﹤0.01%
111
235
$6K ﹤0.01%
+90
236
$6K ﹤0.01%
29
-46
237
$6K ﹤0.01%
+150
238
$6K ﹤0.01%
+102
239
$6K ﹤0.01%
+35
240
$6K ﹤0.01%
150
+100
241
$6K ﹤0.01%
+65
242
$6K ﹤0.01%
+16
243
$6K ﹤0.01%
+14
244
$6K ﹤0.01%
+23
245
$6K ﹤0.01%
70
-74
246
$6K ﹤0.01%
+35
247
$5K ﹤0.01%
+15
248
$5K ﹤0.01%
+45
249
$5K ﹤0.01%
+142
250
$5K ﹤0.01%
+56
8 9
10
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