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
451
$1K ﹤0.01%
10
-140
452
$1K ﹤0.01%
+7
453
$1K ﹤0.01%
+5
454
$1K ﹤0.01%
+11
455
$1K ﹤0.01%
+2
456
$1K ﹤0.01%
+21
457
$1K ﹤0.01%
+10
458
$1K ﹤0.01%
+63
459
$1K ﹤0.01%
+18
460
$1K ﹤0.01%
+18
461
$1K ﹤0.01%
+97
462
$1K ﹤0.01%
+75
463
$1K ﹤0.01%
+28
464
$1K ﹤0.01%
+112
465
$1K ﹤0.01%
+15
466
$1K ﹤0.01%
+16
467
$1K ﹤0.01%
+5
468
$1K ﹤0.01%
+27
469
$1K ﹤0.01%
+4
470
$1K ﹤0.01%
+15
471
$1K ﹤0.01%
+5
472
$1K ﹤0.01%
+4
473
$1K ﹤0.01%
20
474
$1K ﹤0.01%
4
-307
475
$1K ﹤0.01%
+44
17 18
19
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