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
251
$2K ﹤0.01%
30
252
$2K ﹤0.01%
95
253
$2K ﹤0.01%
25
254
$2K ﹤0.01%
154
255
$2K ﹤0.01%
54
256
$2K ﹤0.01%
24
257
$2K ﹤0.01%
41
258
$2K ﹤0.01%
22
259
$1K ﹤0.01%
14
260
$1K ﹤0.01%
+40
261
$1K ﹤0.01%
23
262
$1K ﹤0.01%
+10
263
$1K ﹤0.01%
10
264
$1K ﹤0.01%
20
265
$1K ﹤0.01%
+11
266
$1K ﹤0.01%
21
267
$1K ﹤0.01%
34
268
$1K ﹤0.01%
13
269
$0 ﹤0.01%
+5
270
– –
-200
271
$0 ﹤0.01%
4
272
$0 ﹤0.01%
5
273
$0 ﹤0.01%
1
274
– –
-1,147
275
– –
-1,000
8 9 10
11
12