MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+58
352
$3K ﹤0.01%
13
353
$3K ﹤0.01%
+300
354
$3K ﹤0.01%
22
355
$2K ﹤0.01%
3
356
$2K ﹤0.01%
20
357
$2K ﹤0.01%
87
358
$2K ﹤0.01%
150
359
$2K ﹤0.01%
331
360
$2K ﹤0.01%
88
361
$2K ﹤0.01%
43
362
$2K ﹤0.01%
100
363
$2K ﹤0.01%
75
364
$2K ﹤0.01%
+36
365
$2K ﹤0.01%
25
366
$2K ﹤0.01%
5
367
$2K ﹤0.01%
15
368
$2K ﹤0.01%
30
369
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50
370
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7
371
$2K ﹤0.01%
400
372
$2K ﹤0.01%
8
373
$2K ﹤0.01%
+36
374
$2K ﹤0.01%
7
-2
375
$2K ﹤0.01%
100
13 14
15
16 17