MFT
Moisand Fitzgerald Tamayo Portfolio holdings
AUM
$791M
This Quarter Return
+5.8%
1 Year Return
+10.3%
3 Year Return
+35.11%
5 Year Return
+61.85%
10 Year Return
–
AUM
$355M
AUM Growth
+$355M
(+19%)
Cap. Flow
+$39.5M
Cap. Flow
% of AUM
11.13%
Top 10 Holdings %
Top 10 Hldgs %
54.72%
Holding
427
New
37
Increased
46
Reduced
73
Closed
26
Top Buys
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$6.16M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.5M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.38M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.58M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.44M |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Industrials | 0.98% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Financials | 0.62% |
| 5 | Utilities | 0.58% |