MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Return 10.3%
This Quarter Return
-12.61%
1 Year Return
+10.3%
3 Year Return
+35.11%
5 Year Return
+61.85%
10 Year Return
AUM
$160M
AUM Growth
-$19.9M
Cap. Flow
+$2.6M
Cap. Flow %
1.63%
Top 10 Hldgs %
56.84%
Holding
315
New
3
Increased
49
Reduced
45
Closed
24