MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
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
+$413K
2
+$266K
3
+$254K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$153K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$144K

Top Sells

1
+$505K
2
+$285K
3
+$282K
4
AAPL icon
Apple
AAPL
+$168K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$154K

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
251
$3K ﹤0.01%
45
252
$2K ﹤0.01%
36
253
$2K ﹤0.01%
30
254
$2K ﹤0.01%
57
255
$2K ﹤0.01%
42
256
$2K ﹤0.01%
10
257
$2K ﹤0.01%
116
258
$2K ﹤0.01%
30
-40
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$2K ﹤0.01%
95
260
$2K ﹤0.01%
30
261
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50
-250
262
$2K ﹤0.01%
51
263
$2K ﹤0.01%
50
-50
264
$2K ﹤0.01%
56
265
$2K ﹤0.01%
49
266
$2K ﹤0.01%
154
-300
267
$2K ﹤0.01%
100
268
$2K ﹤0.01%
54
269
$2K ﹤0.01%
24
270
$1K ﹤0.01%
+11
271
$1K ﹤0.01%
23
272
– –
0
273
$1K ﹤0.01%
20
274
$1K ﹤0.01%
21
275
$1K ﹤0.01%
46
9 10
11
12 13