MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$56.8K
3
+$45.9K
4
QCOM icon
Qualcomm
QCOM
+$44.8K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$43.3K

Top Sells

1
+$7.93M
2
+$7.61M
3
+$7.51M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.62M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.8M

Sector Composition

1 Industrials 1.01%
2 Consumer Discretionary 0.67%
3 Technology 0.67%
4 Communication Services 0.5%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+1
477
$1K ﹤0.01%
+19
478
$1K ﹤0.01%
+34
479
$1K ﹤0.01%
+36
480
$1K ﹤0.01%
+16
481
$1K ﹤0.01%
+24
482
$1K ﹤0.01%
+19
483
$1K ﹤0.01%
+7
484
$1K ﹤0.01%
+19
485
$1K ﹤0.01%
+52
486
$1K ﹤0.01%
+33
487
$1K ﹤0.01%
+22
488
$1K ﹤0.01%
+153
489
$1K ﹤0.01%
+7
490
$1K ﹤0.01%
+23
491
$1K ﹤0.01%
21
492
$1K ﹤0.01%
+6
493
$1K ﹤0.01%
+18
494
$1K ﹤0.01%
+29
495
$1K ﹤0.01%
+10
496
$1K ﹤0.01%
+31
497
$1K ﹤0.01%
+68
498
$1K ﹤0.01%
+34
499
$1K ﹤0.01%
+20
500
$1K ﹤0.01%
+19
18 19
20
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