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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.68%
8,980
-169
27
$1.31M 0.68%
7,934
-144
28
$1.29M 0.66%
39,459
+778
29
$1.23M 0.63%
38,520
+602
30
$1.17M 0.6%
6,196
-35
31
$1.1M 0.57%
9,142
+229
32
$1.05M 0.54%
7,633
+349
33
$1M 0.52%
6,037
-16
34
$939K 0.48%
11,201
-34
35
$929K 0.48%
22,560
-800
36
$904K 0.47%
6,248
37
$858K 0.44%
9,304
+62
38
$856K 0.44%
11,660
-92
39
$726K 0.37%
3,323
-174
40
$723K 0.37%
24,501
-1,046
41
$720K 0.37%
8,928
+221
42
$719K 0.37%
7,748
+87
43
$689K 0.36%
9,924
-13
44
$655K 0.34%
10,524
+34
45
$652K 0.34%
4,468
-94
46
$650K 0.34%
4,397
-1
47
$634K 0.33%
6,215
-59
48
$628K 0.32%
10,372
49
$626K 0.32%
1,945
-8
50
$608K 0.31%
5,472
-33
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2
3 4 5