MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $849M
1-Year Est. Return 9.23%
This Quarter Est. Return
1 Year Est. Return
+9.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.19%
+8,651
52
$204K 0.18%
+2,219
53
$201K 0.17%
+5,664
54
$199K 0.17%
+2,548
55
$195K 0.17%
+2,049
56
$194K 0.17%
+3,280
57
$189K 0.16%
+1,000
58
$169K 0.15%
+8,277
59
$153K 0.13%
+5,292
60
$147K 0.13%
+17,970
61
$144K 0.12%
+1,183
62
$139K 0.12%
+5,268
63
$137K 0.12%
+10,032
64
$135K 0.12%
+2,441
65
$118K 0.1%
+1,757
66
$109K 0.09%
+1,091
67
$107K 0.09%
+1,093
68
$105K 0.09%
+697
69
$99K 0.09%
+904
70
$97K 0.08%
+1,948
71
$95K 0.08%
+1,528
72
$93K 0.08%
+1,469
73
$93K 0.08%
+5,932
74
$90K 0.08%
+1,175
75
$87K 0.07%
+1,487
1 2
3
4 5