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
$164M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$366K
3
+$302K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$285K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$279K

Top Sells

1
+$268K
2
+$236K
3
+$148K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$129K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$79.8K

Sector Composition

1 Healthcare 1.3%
2 Communication Services 1.09%
3 Financials 1.07%
4 Energy 1.02%
5 Technology 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
+56
277
$2K ﹤0.01%
+36
278
$2K ﹤0.01%
+30
279
$2K ﹤0.01%
+13
280
$2K ﹤0.01%
+34
281
$2K ﹤0.01%
+57
282
$2K ﹤0.01%
+49
283
$2K ﹤0.01%
+66
284
$2K ﹤0.01%
+42
285
$2K ﹤0.01%
+10
286
$2K ﹤0.01%
+23
287
$2K ﹤0.01%
+30
288
$2K ﹤0.01%
+100
289
$2K ﹤0.01%
+54
290
$2K ﹤0.01%
+33
291
$2K ﹤0.01%
+24
292
$2K ﹤0.01%
+21
293
$2K ﹤0.01%
+22
294
$2K ﹤0.01%
+36
295
$2K ﹤0.01%
+37
296
$1K ﹤0.01%
+30
297
$1K ﹤0.01%
+21
298
$1K ﹤0.01%
+46
299
$1K ﹤0.01%
+10
300
$1K ﹤0.01%
+75
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