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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
576
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-313
577
$0 ﹤0.01%
1
578
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-466
579
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580
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581
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582
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583
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584
$0 ﹤0.01%
50
585
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-24
586
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587
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588
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589
$0 ﹤0.01%
+5
590
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-1,459
591
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-87
592
– –
-5,500
593
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594
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595
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596
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597
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598
$0 ﹤0.01%
+7
599
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-3,000
600
– –
-4,692
22 23
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