MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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%
+141
402
$2K ﹤0.01%
+10
403
$2K ﹤0.01%
10
-1,317
404
$2K ﹤0.01%
+54
405
$2K ﹤0.01%
+60
406
$2K ﹤0.01%
33
407
$2K ﹤0.01%
+93
408
$2K ﹤0.01%
+203
409
$2K ﹤0.01%
+92
410
$2K ﹤0.01%
+15
411
$2K ﹤0.01%
+9
412
$2K ﹤0.01%
+21
413
$2K ﹤0.01%
+90
414
$2K ﹤0.01%
+100
415
$2K ﹤0.01%
+8
416
$2K ﹤0.01%
+10
417
$2K ﹤0.01%
+19
418
$2K ﹤0.01%
+68
419
$2K ﹤0.01%
154
420
$2K ﹤0.01%
+85
421
$2K ﹤0.01%
+11
422
$2K ﹤0.01%
83
+49
423
$2K ﹤0.01%
100
424
$2K ﹤0.01%
82
425
$2K ﹤0.01%
41
15 16
17
18 19