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
301
$6K ﹤0.01%
+100
302
$6K ﹤0.01%
111
303
$6K ﹤0.01%
2,000
304
$6K ﹤0.01%
95
305
$6K ﹤0.01%
186
306
$6K ﹤0.01%
20
307
$6K ﹤0.01%
+42
308
$6K ﹤0.01%
+64
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$6K ﹤0.01%
146
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$6K ﹤0.01%
125
311
$5K ﹤0.01%
+295
312
$5K ﹤0.01%
60
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$5K ﹤0.01%
+46
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$5K ﹤0.01%
+145
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$5K ﹤0.01%
100
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$5K ﹤0.01%
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$5K ﹤0.01%
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318
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$5K ﹤0.01%
43
-1
321
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$5K ﹤0.01%
100
323
$4K ﹤0.01%
200
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$4K ﹤0.01%
36
325
$4K ﹤0.01%
36
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