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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.71%
8,643
+216
27
$1.01M 0.63%
10,329
+1,132
28
$980K 0.61%
37,160
+14,613
29
$927K 0.58%
11,796
+403
30
$923K 0.58%
8,091
+776
31
$919K 0.58%
6,253
32
$854K 0.53%
30,601
+5,503
33
$820K 0.51%
6,126
-175
34
$797K 0.5%
11,502
+50
35
$789K 0.49%
23,750
-845
36
$698K 0.44%
7,370
+686
37
$685K 0.43%
6,246
-15
38
$663K 0.42%
8,887
-1,184
39
$616K 0.39%
4,775
40
$603K 0.38%
8,708
+65
41
$601K 0.38%
3,497
42
$589K 0.37%
11,371
+83
43
$587K 0.37%
27,223
-756
44
$586K 0.37%
9,965
45
$566K 0.35%
6,958
-220
46
$542K 0.34%
4,719
-143
47
$536K 0.34%
6,232
+1
48
$525K 0.33%
16,529
49
$480K 0.3%
10,127
50
$478K 0.3%
1,912
-166
1
2
3 4 5