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
$220M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$56.8K
3
+$45.9K
4
QCOM icon
Qualcomm
QCOM
+$44.8K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$43.3K

Top Sells

1
+$7.93M
2
+$7.61M
3
+$7.51M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.62M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.8M

Sector Composition

1 Industrials 1.01%
2 Consumer Discretionary 0.67%
3 Technology 0.67%
4 Communication Services 0.5%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
13
-227
302
$4K ﹤0.01%
33
-1
303
$4K ﹤0.01%
+100
304
$4K ﹤0.01%
+456
305
$4K ﹤0.01%
+8
306
$4K ﹤0.01%
+12
307
$3K ﹤0.01%
+15
308
$3K ﹤0.01%
+15
309
$3K ﹤0.01%
+15
310
$3K ﹤0.01%
+59
311
$3K ﹤0.01%
+33
312
$3K ﹤0.01%
+162
313
$3K ﹤0.01%
+44
314
$3K ﹤0.01%
64
+59
315
$3K ﹤0.01%
+138
316
$3K ﹤0.01%
+47
317
$3K ﹤0.01%
+68
318
$3K ﹤0.01%
+33
319
$3K ﹤0.01%
+20
320
$3K ﹤0.01%
+126
321
$3K ﹤0.01%
+36
322
$3K ﹤0.01%
+15
323
$3K ﹤0.01%
+32
324
$3K ﹤0.01%
+29
325
$3K ﹤0.01%
+60
11 12
13
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