MFT
Moisand Fitzgerald Tamayo Portfolio holdings
AUM
$791M
This Quarter Return
+3.33%
1 Year Return
+10.3%
3 Year Return
+35.11%
5 Year Return
+61.85%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+7.5%)
Cap. Flow
+$5.27M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
60.24%
Holding
64
New
8
Increased
23
Reduced
19
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.33M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$616K |
| 3 |
Southside Bancshares
SBSI
|
$519K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$493K |
| 5 |
NewMarket
NEU
|
$289K |
Top Sells
Sector Composition
| 1 | Healthcare | 0.84% |
| 2 | Communication Services | 0.79% |
| 3 | Technology | 0.69% |
| 4 | Financials | 0.55% |
| 5 | Energy | 0.53% |
