MFT
Moisand Fitzgerald Tamayo Portfolio holdings
AUM
$791M
1-Year Return
10.3%
This Quarter Return
+5.66%
1 Year Return
+10.3%
3 Year Return
+35.11%
5 Year Return
+61.85%
10 Year Return
–
AUM
$193M
AUM Growth
+$11.7M
(+6.4%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
56.48%
Holding
369
New
45
Increased
47
Reduced
58
Closed
34
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$763K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$312K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$304K |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$202K |
| 5 |
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% |
