We are live on ! Find out more
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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$855K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$845K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$544K

Top Sells

1
+$1M
2
+$778K
3
+$721K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$289K
5
LOW icon
Lowe's Companies
LOW
+$184K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-3
302
– –
-471
303
– –
-422
304
– –
-124
305
– –
-319
306
– –
-100
307
$0 ﹤0.01%
+1
308
$0 ﹤0.01%
42
309
– –
0
310
– –
-527
311
– –
-365
312
$0 ﹤0.01%
24
313
– –
-162
314
$0 ﹤0.01%
4
315
$0 ﹤0.01%
1
9 10 11 12
13