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
$135M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$250K
3
+$240K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$179K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$171K

Top Sells

1
+$240K
2
+$215K
3
+$186K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$80.5K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$71.2K

Sector Composition

1 Healthcare 0.82%
2 Communication Services 0.81%
3 Technology 0.68%
4 Financials 0.64%
5 Energy 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$285K 0.21%
672
52
$271K 0.2%
3,278
53
$264K 0.2%
2,219
54
$262K 0.19%
2,239
55
$256K 0.19%
2,176
-200
56
$245K 0.18%
2,114
57
$230K 0.17%
3,701
-200
58
$226K 0.17%
5,664
59
$212K 0.16%
1,071
-53
60
$134K 0.1%
10,032
61
– –
0
62
– –
-1,000
1 2
3