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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+16
277
$3K ﹤0.01%
+42
278
$3K ﹤0.01%
125
279
$3K ﹤0.01%
1,209
280
$2K ﹤0.01%
35
-54
281
$2K ﹤0.01%
+20
282
$2K ﹤0.01%
43
-44
283
$2K ﹤0.01%
+32
284
$2K ﹤0.01%
30
285
$2K ﹤0.01%
60
286
$2K ﹤0.01%
13
287
$2K ﹤0.01%
100
288
$2K ﹤0.01%
25
289
$2K ﹤0.01%
5
-5
290
$2K ﹤0.01%
154
291
$2K ﹤0.01%
9
-10
292
$2K ﹤0.01%
100
293
$2K ﹤0.01%
24
294
$2K ﹤0.01%
10
+5
295
$1K ﹤0.01%
23
296
$1K ﹤0.01%
8
297
$1K ﹤0.01%
13
298
$1K ﹤0.01%
14
299
$1K ﹤0.01%
20
300
$1K ﹤0.01%
48
10 11
12
13 14