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
+$107K
2
+$56.8K
3
+$45.9K
4
QCOM icon
Qualcomm
QCOM
+$44.8K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$43.3K

Top Sells

1
+$7.93M
2
+$7.61M
3
+$7.51M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.62M
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
401
$2K ﹤0.01%
+92
402
$2K ﹤0.01%
67
403
$2K ﹤0.01%
+62
404
$2K ﹤0.01%
+12
405
$2K ﹤0.01%
+40
406
$2K ﹤0.01%
5
407
$2K ﹤0.01%
+7
408
$2K ﹤0.01%
+13
409
$2K ﹤0.01%
+4
410
$2K ﹤0.01%
+18
411
$2K ﹤0.01%
+110
412
$2K ﹤0.01%
+49
413
$2K ﹤0.01%
300
-200
414
$2K ﹤0.01%
+20
415
$2K ﹤0.01%
+19
416
$2K ﹤0.01%
+10
417
$2K ﹤0.01%
+45
418
$2K ﹤0.01%
+37
419
$2K ﹤0.01%
+56
420
$2K ﹤0.01%
+18
421
$2K ﹤0.01%
+141
422
$2K ﹤0.01%
+10
423
$2K ﹤0.01%
10
-1,317
424
$2K ﹤0.01%
+54
425
$2K ﹤0.01%
+60
15 16
17
18 19