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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
21
277
$1K ﹤0.01%
46
278
$1K ﹤0.01%
10
279
$1K ﹤0.01%
34
280
$1K ﹤0.01%
41
281
$1K ﹤0.01%
+13
282
$1K ﹤0.01%
22
283
$1K ﹤0.01%
37
284
$1K ﹤0.01%
52
285
– –
-60
286
– –
0
287
– –
-2
288
– –
-300
289
$0 ﹤0.01%
24
290
$0 ﹤0.01%
4
291
$0 ﹤0.01%
5
292
– –
-5,357
293
– –
-34
294
– –
-39
295
$0 ﹤0.01%
14
296
– –
-77
297
– –
-13
298
– –
-66
299
– –
-83
300
– –
-14
10 11
12
13 14