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
$123M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Sells

1 +$305K
2 +$299K
3 +$245K
4
CELG
Celgene Corp
CELG
+$200K
5
BIDU icon
Baidu
BIDU
+$191K

Sector Composition

1 Communication Services 0.77%
2 Healthcare 0.75%
3 Technology 0.5%
4 Utilities 0.42%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$965K 0.79%
32,290
-1,125
27
$962K 0.79%
9,671
-675
28
$850K 0.69%
7,394
-399
29
$800K 0.65%
6,448
30
$748K 0.61%
12,868
+2
31
$718K 0.59%
12,867
-913
32
$668K 0.55%
6,965
-433
33
$639K 0.52%
13,244
+68
34
$627K 0.51%
6,411
35
$578K 0.47%
4,767
+4,193
36
$520K 0.42%
15,948
-336
37
$520K 0.42%
2,481
-189
38
$514K 0.42%
4,025
39
$504K 0.41%
18,768
-5,790
40
$484K 0.4%
4,251
41
$379K 0.31%
3,368
-145
42
$372K 0.3%
11,000
43
$356K 0.29%
8,299
-644
44
$324K 0.26%
7,151
+1,167
45
$279K 0.23%
8,556
46
$273K 0.22%
3,278
47
$251K 0.2%
+10,772
48
$249K 0.2%
4,256
-734
49
$242K 0.2%
2,585
+37
50
$238K 0.19%
9,944
-1,368