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
$135M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$250K
3
+$240K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$179K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$171K

Top Sells

1
+$240K
2
+$215K
3
+$186K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$80.5K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$71.2K

Sector Composition

1 Healthcare 0.82%
2 Communication Services 0.81%
3 Technology 0.68%
4 Financials 0.64%
5 Energy 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$951K 0.71%
28,770
-1,095
27
$923K 0.68%
6,847
-522
28
$880K 0.65%
9,423
-109
29
$870K 0.65%
12,652
-166
30
$844K 0.63%
6,345
-103
31
$690K 0.51%
6,621
32
$665K 0.49%
11,515
33
$647K 0.48%
12,986
-258
34
$639K 0.47%
6,246
-665
35
$607K 0.45%
16,528
36
$547K 0.41%
4,747
-240
37
$534K 0.4%
3,980
-250
38
$484K 0.36%
2,163
-318
39
$461K 0.34%
5,110
-19
40
$441K 0.33%
4,081
41
$417K 0.31%
8,825
+526
42
$407K 0.3%
13,624
-2,196
43
$396K 0.29%
11,000
44
$396K 0.29%
12,340
45
$364K 0.27%
3,368
46
$357K 0.26%
13,866
-1,214
47
$296K 0.22%
4,232
-32
48
$293K 0.22%
7,056
+25
49
$289K 0.21%
3,360
50
$288K 0.21%
9,956
-416
1
2
3