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
+$109K
2
+$50K
3
+$42.4K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$41.4K
5
QCOM icon
Qualcomm
QCOM
+$40.4K

Top Sells

1
+$8.04M
2
+$7.68M
3
+$7.61M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.82M
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%
20
-57
477
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+1
478
$1K ﹤0.01%
+19
479
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+34
480
$1K ﹤0.01%
+36
481
$1K ﹤0.01%
+16
482
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+24
483
$1K ﹤0.01%
+19
484
$1K ﹤0.01%
+7
485
$1K ﹤0.01%
+19
486
$1K ﹤0.01%
+52
487
$1K ﹤0.01%
+33
488
$1K ﹤0.01%
+22
489
$1K ﹤0.01%
+153
490
$1K ﹤0.01%
+7
491
$1K ﹤0.01%
+23
492
$1K ﹤0.01%
21
493
$1K ﹤0.01%
+6
494
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495
$1K ﹤0.01%
+29
496
$1K ﹤0.01%
+10
497
$1K ﹤0.01%
+31
498
$1K ﹤0.01%
+68
499
$1K ﹤0.01%
+34
500
$1K ﹤0.01%
+20
18 19
20
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