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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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$695K
3
+$456K
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$454K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$756K
2
+$308K
3
+$302K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$199K
5
AAPL icon
Apple
AAPL
+$171K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$0 ﹤0.01%
4
352
$0 ﹤0.01%
16
353
– –
-21
354
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6
355
– –
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356
$0 ﹤0.01%
2
357
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-32
358
$0 ﹤0.01%
21
359
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-126
360
$0 ﹤0.01%
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361
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-125
362
– –
-1,971
363
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-231
364
– –
-88
365
$0 ﹤0.01%
12
-891
366
– –
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367
$0 ﹤0.01%
1
368
$0 ﹤0.01%
22
+1
369
– –
-54
11 12 13 14
15