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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
$232M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$696K
3
+$366K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$334K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$127K

Top Sells

1
+$2.28M
2
+$1.51M
3
+$1.38M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$687K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$484K

Sector Composition

1 Industrials 1.58%
2 Technology 1.13%
3 Communication Services 0.95%
4 Consumer Discretionary 0.92%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
+20
327
$1K ﹤0.01%
+4
328
$1K ﹤0.01%
10
329
$1K ﹤0.01%
16
330
$1K ﹤0.01%
+7
331
$1K ﹤0.01%
1
332
$1K ﹤0.01%
20
333
$1K ﹤0.01%
14
334
$1K ﹤0.01%
21
335
$1K ﹤0.01%
6
336
$1K ﹤0.01%
3
-49
337
$1K ﹤0.01%
34
338
– –
0
339
$1K ﹤0.01%
40
340
$1K ﹤0.01%
9
341
$1K ﹤0.01%
43
342
$1K ﹤0.01%
20
343
$1K ﹤0.01%
+25
344
$1K ﹤0.01%
30
+15
345
$1K ﹤0.01%
18
346
– –
-8
347
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-6
348
– –
-1
349
– –
-1,013
350
– –
-2
12 13
14
15 16