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MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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
501
$1K ﹤0.01%
+19
502
$1K ﹤0.01%
+9
503
$1K ﹤0.01%
10
-100
504
$1K ﹤0.01%
+38
505
$1K ﹤0.01%
+280
506
– –
-254
507
– –
-100
508
– –
-7
509
– –
-8
510
– –
-305
511
$0 ﹤0.01%
14
512
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-6
513
– –
-8
514
– –
-1,713
515
– –
-21
516
– –
-128
517
– –
-50
518
$0 ﹤0.01%
+16
519
– –
-3
520
– –
-238
521
– –
-900
522
– –
-500
523
– –
-258
524
$0 ﹤0.01%
+26
525
– –
-276
19 20
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