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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$12.5K ﹤0.01%
190
302
$12.2K ﹤0.01%
272
303
$12.2K ﹤0.01%
111
304
$12.1K ﹤0.01%
140
305
$11.9K ﹤0.01%
132
306
$11.9K ﹤0.01%
1,058
307
$11.8K ﹤0.01%
91
308
$11.6K ﹤0.01%
29
309
$11.5K ﹤0.01%
268
310
$11.4K ﹤0.01%
46
311
$11.3K ﹤0.01%
33
312
$11.1K ﹤0.01%
+95
313
$11K ﹤0.01%
28
314
$10.9K ﹤0.01%
500
315
$10.7K ﹤0.01%
215
316
$10.4K ﹤0.01%
745
317
$10.3K ﹤0.01%
209
318
$10.1K ﹤0.01%
43
319
$9.93K ﹤0.01%
81
+36
320
$9.8K ﹤0.01%
103
321
$9.74K ﹤0.01%
28
322
$9.73K ﹤0.01%
207
323
$9.64K ﹤0.01%
150
324
$9.54K ﹤0.01%
100
325
$9.52K ﹤0.01%
33