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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$989K 0.57%
6,253
-92
27
$983K 0.57%
25,905
-215
28
$950K 0.55%
6,229
-127
29
$922K 0.53%
12,009
-302
30
$733K 0.42%
11,357
-301
31
$713K 0.41%
10,138
32
$699K 0.41%
3,686
33
$664K 0.38%
6,177
-730
34
$653K 0.38%
4,675
35
$609K 0.35%
4,971
36
$596K 0.35%
6,366
-103
37
$574K 0.33%
8,643
38
$557K 0.32%
16,529
39
$517K 0.3%
11,000
40
$510K 0.3%
1,911
41
$481K 0.28%
11,360
-400
42
$472K 0.27%
10,286
43
$464K 0.27%
15,783
-1,132
44
$463K 0.27%
11,868
-1,260
45
$436K 0.25%
5,208
46
$430K 0.25%
3,360
47
$415K 0.24%
7,522
-483
48
$370K 0.21%
10,763
-48
49
$356K 0.21%
3,253
-158
50
$336K 0.19%
3,929
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