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
426
$2K ﹤0.01%
+25
427
$2K ﹤0.01%
+51
428
$2K ﹤0.01%
+36
429
$2K ﹤0.01%
+34
430
$2K ﹤0.01%
+18
431
$1K ﹤0.01%
+61
432
$1K ﹤0.01%
+356
433
$1K ﹤0.01%
+72
434
$1K ﹤0.01%
4
435
$1K ﹤0.01%
+6
436
$1K ﹤0.01%
+8
437
$1K ﹤0.01%
+29
438
$1K ﹤0.01%
+236
439
$1K ﹤0.01%
14
+8
440
$1K ﹤0.01%
+24
441
$1K ﹤0.01%
+18
442
$1K ﹤0.01%
+8
443
$1K ﹤0.01%
17
+4
444
$1K ﹤0.01%
+13
445
$1K ﹤0.01%
+44
446
$1K ﹤0.01%
+188
447
$1K ﹤0.01%
+44
448
$1K ﹤0.01%
+11
449
$1K ﹤0.01%
+9
450
$1K ﹤0.01%
+7
16 17
18
19 20