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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.85%
72,148
+1,476
27
$2.27M 0.82%
57,375
+873
28
$1.96M 0.71%
12,860
-680
29
$1.83M 0.66%
12,386
-90
30
$1.62M 0.59%
93,492
-156
31
$1.56M 0.57%
6,113
-22
32
$1.56M 0.57%
9,413
+413
33
$1.43M 0.52%
32,459
-100
34
$1.37M 0.5%
7,912
-328
35
$1.34M 0.49%
9,789
+588
36
$1.34M 0.49%
13,170
+1
37
$1.32M 0.48%
4,885
+1,340
38
$1.25M 0.45%
7,081
+677
39
$1.17M 0.43%
30,330
+276
40
$1.17M 0.43%
5,110
-12
41
$1.11M 0.4%
13,576
+3,610
42
$1.11M 0.4%
17,103
+1,502
43
$1.04M 0.38%
4,811
+6
44
$972K 0.35%
8,607
-39
45
$915K 0.33%
17,030
-520
46
$867K 0.31%
9,746
+115
47
$815K 0.3%
4,062
48
$813K 0.3%
2,551
+25
49
$793K 0.29%
8,816
+2,925
50
$772K 0.28%
12,237
+184
1
2
3 4 5