MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$901K
3
+$717K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$545K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$483K

Top Sells

1
+$758K
2
+$491K
3
+$475K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$366K
5
LHX icon
L3Harris
LHX
+$309K

Sector Composition

1 Technology 1.29%
2 Industrials 1.19%
3 Communication Services 0.91%
4 Utilities 0.9%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
+32
302
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303
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+8
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13
305
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39
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307
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5
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$0 ﹤0.01%
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