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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
+146
252
$5K ﹤0.01%
206
253
$4K ﹤0.01%
36
254
$4K ﹤0.01%
+47
255
$4K ﹤0.01%
+64
256
$4K ﹤0.01%
15
257
$4K ﹤0.01%
146
258
$4K ﹤0.01%
95
259
$4K ﹤0.01%
156
260
$4K ﹤0.01%
36
261
$4K ﹤0.01%
+1,548
262
$4K ﹤0.01%
285
263
$4K ﹤0.01%
76
264
$4K ﹤0.01%
128
-284
265
$4K ﹤0.01%
72
266
$4K ﹤0.01%
34
267
$4K ﹤0.01%
100
268
$4K ﹤0.01%
208
269
$4K ﹤0.01%
22
270
$3K ﹤0.01%
11
+3
271
$3K ﹤0.01%
71
272
$3K ﹤0.01%
111
273
$3K ﹤0.01%
+30
274
$3K ﹤0.01%
60
275
$3K ﹤0.01%
52
9 10
11
12 13