MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$10.3M
3 +$746K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1 +$392K
2 +$280K
3 +$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
2
427
-115
428
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429
$0 ﹤0.01%
4
430
-132
431
-24
432
-53
433
-825
434
-206
435
$0 ﹤0.01%
25
436
-43
437
-345
438
$0 ﹤0.01%
30