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
$153M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.37M
3
+$1.12M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.02M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$936K

Top Sells

1
+$1.71M
2
+$1.15M
3
+$1.12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.08M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$560K

Sector Composition

1 Industrials 1.42%
2 Technology 1.17%
3 Utilities 1.12%
4 Communication Services 1%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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