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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20.1K ﹤0.01%
71
+21
252
$19.8K ﹤0.01%
38
253
$19.4K ﹤0.01%
801
-75
254
$19.4K ﹤0.01%
230
255
$19.4K ﹤0.01%
69
256
$19.4K ﹤0.01%
60
257
$19.1K ﹤0.01%
262
258
$19.1K ﹤0.01%
528
+5
259
$18.6K ﹤0.01%
342
-67
260
$18.5K ﹤0.01%
729
261
$18.4K ﹤0.01%
742
+6
262
$17.7K ﹤0.01%
2,288
+2
263
$17.6K ﹤0.01%
790
264
$17.5K ﹤0.01%
800
265
$17.4K ﹤0.01%
31
266
$17.2K ﹤0.01%
900
267
$17.1K ﹤0.01%
75
268
$16.8K ﹤0.01%
172
269
$16.7K ﹤0.01%
89
270
$16.4K ﹤0.01%
+954
271
$16.3K ﹤0.01%
132
272
$16K ﹤0.01%
255
273
$15.9K ﹤0.01%
352
274
$15.8K ﹤0.01%
103
275
$15.7K ﹤0.01%
91