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
376
$2K ﹤0.01%
29
-221
377
$2K ﹤0.01%
+29
378
$2K ﹤0.01%
+29
379
$2K ﹤0.01%
+92
380
$2K ﹤0.01%
67
381
$2K ﹤0.01%
+62
382
$2K ﹤0.01%
+12
383
$2K ﹤0.01%
+40
384
$2K ﹤0.01%
5
385
$2K ﹤0.01%
+7
386
$2K ﹤0.01%
+13
387
$2K ﹤0.01%
+4
388
$2K ﹤0.01%
+18
389
$2K ﹤0.01%
+110
390
$2K ﹤0.01%
+49
391
$2K ﹤0.01%
300
-200
392
$2K ﹤0.01%
+20
393
$2K ﹤0.01%
+19
394
$2K ﹤0.01%
+10
395
$2K ﹤0.01%
+45
396
$2K ﹤0.01%
+37
397
$2K ﹤0.01%
+56
398
$2K ﹤0.01%
+18
399
$2K ﹤0.01%
+141
400
$2K ﹤0.01%
+10
14 15
16
17 18