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
$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
401
$2K ﹤0.01%
+10
402
$2K ﹤0.01%
10
-1,317
403
$2K ﹤0.01%
+54
404
$2K ﹤0.01%
+60
405
$2K ﹤0.01%
33
406
$2K ﹤0.01%
+93
407
$2K ﹤0.01%
+203
408
$2K ﹤0.01%
+92
409
$2K ﹤0.01%
+15
410
$2K ﹤0.01%
+9
411
$2K ﹤0.01%
+21
412
$2K ﹤0.01%
+90
413
$2K ﹤0.01%
+100
414
$2K ﹤0.01%
+8
415
$2K ﹤0.01%
+10
416
$2K ﹤0.01%
+19
417
$2K ﹤0.01%
+68
418
$2K ﹤0.01%
154
419
$2K ﹤0.01%
+85
420
$2K ﹤0.01%
+11
421
$2K ﹤0.01%
83
+49
422
$2K ﹤0.01%
100
423
$2K ﹤0.01%
82
424
$2K ﹤0.01%
41
425
$2K ﹤0.01%
+9
15 16
17
18 19