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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
51
252
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25
253
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56
254
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$2K ﹤0.01%
154
256
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100
257
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24
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$2K ﹤0.01%
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36
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$2K ﹤0.01%
45
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$1K ﹤0.01%
54
-42
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$1K ﹤0.01%
42
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$1K ﹤0.01%
30
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$1K ﹤0.01%
95
266
$1K ﹤0.01%
+54
267
$1K ﹤0.01%
20
268
$1K ﹤0.01%
30
269
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$1K ﹤0.01%
34
272
$1K ﹤0.01%
54
273
$1K ﹤0.01%
41
274
$1K ﹤0.01%
37
275
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