MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
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%
+30
277
$2K ﹤0.01%
+50
278
$2K ﹤0.01%
+56
279
$2K ﹤0.01%
+100
280
$2K ﹤0.01%
+54
281
$2K ﹤0.01%
+33
282
$2K ﹤0.01%
+24
283
$2K ﹤0.01%
+21
284
$2K ﹤0.01%
+22
285
$2K ﹤0.01%
+36
286
$2K ﹤0.01%
+37
287
$2K ﹤0.01%
+49
288
$2K ﹤0.01%
+66
289
$2K ﹤0.01%
+42
290
$2K ﹤0.01%
+10
291
$2K ﹤0.01%
+23
292
$2K ﹤0.01%
+30
293
$2K ﹤0.01%
+90
294
$2K ﹤0.01%
+5
295
$2K ﹤0.01%
+32
296
$1K ﹤0.01%
+75
297
$1K ﹤0.01%
+34
298
$1K ﹤0.01%
+14
299
$1K ﹤0.01%
+26
300
$1K ﹤0.01%
+79
10 11
12
13 14