MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$56.8K
3
+$45.9K
4
QCOM icon
Qualcomm
QCOM
+$44.8K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$43.3K

Top Sells

1
+$7.93M
2
+$7.61M
3
+$7.51M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.62M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.8M

Sector Composition

1 Industrials 1.01%
2 Consumer Discretionary 0.67%
3 Technology 0.67%
4 Communication Services 0.5%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
+45
252
$5K ﹤0.01%
+142
253
$5K ﹤0.01%
+56
254
$5K ﹤0.01%
+300
255
$5K ﹤0.01%
+88
256
$5K ﹤0.01%
118
-400
257
$5K ﹤0.01%
+190
258
$5K ﹤0.01%
44
+41
259
$5K ﹤0.01%
93
-977
260
$5K ﹤0.01%
187
+55
261
$5K ﹤0.01%
2,000
262
$5K ﹤0.01%
+17
263
$5K ﹤0.01%
+262
264
$5K ﹤0.01%
+26
265
$5K ﹤0.01%
+34
266
$5K ﹤0.01%
+60
267
$5K ﹤0.01%
+54
268
$5K ﹤0.01%
100
269
$5K ﹤0.01%
+4
270
$5K ﹤0.01%
+336
271
$5K ﹤0.01%
76
272
$5K ﹤0.01%
+68
273
$5K ﹤0.01%
+226
274
$5K ﹤0.01%
+42
275
$5K ﹤0.01%
+74
9 10
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