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
$489M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.33%
2 Industrials 0.63%
3 Consumer Discretionary 0.63%
4 Financials 0.62%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$6.44K ﹤0.01%
500
377
$6.42K ﹤0.01%
113
378
$6.41K ﹤0.01%
+201
379
$6.37K ﹤0.01%
583
380
$6.34K ﹤0.01%
206
381
$6.34K ﹤0.01%
35
382
$6.34K ﹤0.01%
69
383
$6.32K ﹤0.01%
135
384
$6.28K ﹤0.01%
126
385
$6.28K ﹤0.01%
19
386
$6.12K ﹤0.01%
81
387
$6.1K ﹤0.01%
144
-17
388
$6.09K ﹤0.01%
36
389
$6.07K ﹤0.01%
27
390
$6K ﹤0.01%
107
391
$5.83K ﹤0.01%
217
+49
392
$5.83K ﹤0.01%
174
393
$5.83K ﹤0.01%
128
394
$5.8K ﹤0.01%
217
395
$5.77K ﹤0.01%
117
396
$5.76K ﹤0.01%
102
397
$5.74K ﹤0.01%
23
398
$5.74K ﹤0.01%
55
399
$5.66K ﹤0.01%
44
400
$5.6K ﹤0.01%
17