MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$757K
2
+$508K
3
+$406K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$348K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$288K

Top Sells

1
+$305K
2
+$299K
3
+$245K
4
CELG
Celgene Corp
CELG
+$200K
5
BIDU icon
Baidu
BIDU
+$191K

Sector Composition

1 Communication Services 0.77%
2 Healthcare 0.75%
3 Technology 0.5%
4 Utilities 0.42%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.18%
2,219
52
$215K 0.18%
5,664
53
$201K 0.16%
3,013
54
$149K 0.12%
10,032
55
– –
0
56
$40K 0.03%
1,000
57
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-193
58
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-213
59
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60
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61
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62
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-4,919
64
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65
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66
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67
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73
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75
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-342
1 2
3
4 5