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

Top Buys

1
+$109K
2
+$50K
3
+$42.4K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$41.4K
5
QCOM icon
Qualcomm
QCOM
+$40.4K

Top Sells

1
+$8.04M
2
+$7.68M
3
+$7.61M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.82M
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
326
$3K ﹤0.01%
+858
327
$3K ﹤0.01%
+10
328
$3K ﹤0.01%
+145
329
$3K ﹤0.01%
+139
330
$3K ﹤0.01%
+51
331
$3K ﹤0.01%
29
+14
332
$3K ﹤0.01%
30
333
$3K ﹤0.01%
+80
334
$3K ﹤0.01%
+15
335
$3K ﹤0.01%
+15
336
$3K ﹤0.01%
+59
337
$3K ﹤0.01%
+33
338
$3K ﹤0.01%
+162
339
$3K ﹤0.01%
+8
340
$3K ﹤0.01%
+40
341
$3K ﹤0.01%
+82
342
$3K ﹤0.01%
+36
343
$3K ﹤0.01%
+91
344
$3K ﹤0.01%
+34
345
$3K ﹤0.01%
25
346
$3K ﹤0.01%
+95
347
$3K ﹤0.01%
+17
348
$3K ﹤0.01%
+56
349
$3K ﹤0.01%
+25
350
$3K ﹤0.01%
+31
12 13
14
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