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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
+200
252
$12K ﹤0.01%
143
253
$12K ﹤0.01%
53
+50
254
$11K ﹤0.01%
200
255
$11K ﹤0.01%
166
256
$11K ﹤0.01%
30
257
$11K ﹤0.01%
+130
258
$11K ﹤0.01%
+107
259
$11K ﹤0.01%
800
-15
260
$11K ﹤0.01%
333
261
$10K ﹤0.01%
386
262
$10K ﹤0.01%
+500
263
$10K ﹤0.01%
+265
264
$10K ﹤0.01%
300
265
$10K ﹤0.01%
+50
266
$10K ﹤0.01%
62
267
$10K ﹤0.01%
25
+20
268
$10K ﹤0.01%
+119
269
$9K ﹤0.01%
+500
270
$9K ﹤0.01%
147
271
$9K ﹤0.01%
6
272
$9K ﹤0.01%
151
273
$9K ﹤0.01%
583
274
$9K ﹤0.01%
250
275
$9K ﹤0.01%
100
9 10
11
12 13