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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$15.6K ﹤0.01%
32
277
$15.6K ﹤0.01%
100
278
$15.5K ﹤0.01%
+554
279
$15.4K ﹤0.01%
19
280
$14.9K ﹤0.01%
76
281
$14.9K ﹤0.01%
412
+12
282
$14.8K ﹤0.01%
74
283
$14.8K ﹤0.01%
157
284
$14.8K ﹤0.01%
87
285
$14.6K ﹤0.01%
285
286
$14.6K ﹤0.01%
415
287
$14.6K ﹤0.01%
110
288
$14.6K ﹤0.01%
393
289
$14.6K ﹤0.01%
445
290
$14.4K ﹤0.01%
427
291
$14.4K ﹤0.01%
250
292
$14.4K ﹤0.01%
433
293
$13.9K ﹤0.01%
110
294
$13.7K ﹤0.01%
306
295
$13.5K ﹤0.01%
124
296
$13.4K ﹤0.01%
30
297
$13.4K ﹤0.01%
101
298
$13.3K ﹤0.01%
93
299
$13K ﹤0.01%
27
300
$12.5K ﹤0.01%
16