MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
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
351
$3K ﹤0.01%
+50
352
$3K ﹤0.01%
+65
353
$3K ﹤0.01%
+15
354
$2K ﹤0.01%
+19
355
$2K ﹤0.01%
+55
356
$2K ﹤0.01%
+14
357
$2K ﹤0.01%
+91
358
$2K ﹤0.01%
+39
359
$2K ﹤0.01%
+26
360
$2K ﹤0.01%
+6
361
$2K ﹤0.01%
+315
362
$2K ﹤0.01%
+32
363
$2K ﹤0.01%
+65
364
$2K ﹤0.01%
+42
365
$2K ﹤0.01%
+9
366
$2K ﹤0.01%
+218
367
$2K ﹤0.01%
+53
368
$2K ﹤0.01%
40
369
$2K ﹤0.01%
+8
370
$2K ﹤0.01%
+11
371
$2K ﹤0.01%
+15
372
$2K ﹤0.01%
+20
373
$2K ﹤0.01%
+24
374
$2K ﹤0.01%
+10
375
$2K ﹤0.01%
+198
13 14
15
16 17