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MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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
+$347K
2
+$202K
3
+$137K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$128K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$441K
2
+$434K
3
+$351K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$199K

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%
95
252
$2K ﹤0.01%
25
253
$2K ﹤0.01%
154
254
$2K ﹤0.01%
54
255
$2K ﹤0.01%
24
256
$2K ﹤0.01%
41
257
$2K ﹤0.01%
22
258
$2K ﹤0.01%
30
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%
4
270
$0 ﹤0.01%
5
271
$0 ﹤0.01%
1
272
– –
-1,147
273
– –
-1,000
274
– –
-326
275
$0 ﹤0.01%
10
8 9 10
11
12