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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
130
+100
277
$9K ﹤0.01%
305
278
$8K ﹤0.01%
63
+59
279
$8K ﹤0.01%
91
280
$8K ﹤0.01%
310
281
$8K ﹤0.01%
200
282
$8K ﹤0.01%
78
283
$8K ﹤0.01%
+162
284
$8K ﹤0.01%
206
285
$8K ﹤0.01%
362
286
$8K ﹤0.01%
153
287
$8K ﹤0.01%
400
288
$8K ﹤0.01%
+250
289
$8K ﹤0.01%
45
290
$7K ﹤0.01%
100
291
$7K ﹤0.01%
71
292
$7K ﹤0.01%
+72
293
$7K ﹤0.01%
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+50
295
$7K ﹤0.01%
209
-67
296
$7K ﹤0.01%
128
297
$7K ﹤0.01%
+55
298
$7K ﹤0.01%
140
+33
299
$7K ﹤0.01%
341
300
$6K ﹤0.01%
40
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