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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.73%
12,492
-59
27
$1.35M 0.7%
49,316
-3,677
28
$1.34M 0.69%
99,384
-4,404
29
$1.24M 0.64%
13,735
-218
30
$1.21M 0.62%
6,159
31
$1.21M 0.62%
9,000
32
$1.11M 0.57%
9,592
-1,564
33
$1.07M 0.55%
35,183
-4,278
34
$1.05M 0.54%
13,282
-28
35
$961K 0.5%
8,686
-235
36
$920K 0.48%
9,491
+64
37
$877K 0.45%
3,159
38
$856K 0.44%
10,308
+699
39
$826K 0.43%
6,656
+63
40
$786K 0.41%
5,250
-47
41
$744K 0.38%
20,085
-290
42
$735K 0.38%
3,495
-16
43
$707K 0.37%
10,184
44
$684K 0.35%
4,375
45
$671K 0.35%
6,369
-103
46
$661K 0.34%
7,069
+561
47
$619K 0.32%
9,723
48
$610K 0.32%
8,683
-468
49
$592K 0.31%
3,978
-375
50
$591K 0.31%
27,465
+600
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