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MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$266K
3
+$254K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$153K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$144K

Top Sells

1
+$505K
2
+$285K
3
+$282K
4
AAPL icon
Apple
AAPL
+$168K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$154K

Sector Composition

1 Communication Services 1.14%
2 Financials 1.12%
3 Technology 1.01%
4 Consumer Discretionary 1%
5 Healthcare 0.85%
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%
34
279
$1K ﹤0.01%
41
280
$1K ﹤0.01%
22
281
$1K ﹤0.01%
37
282
– –
0
283
$0 ﹤0.01%
4
284
$0 ﹤0.01%
5
285
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$0 ﹤0.01%
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287
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293
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$0 ﹤0.01%
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297
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