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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.17%
2,689
52
– –
0
53
$278K 0.16%
2,222
54
$275K 0.16%
2,189
-30
55
$267K 0.15%
672
56
$261K 0.15%
5,664
57
– –
0
58
$256K 0.15%
3,338
-14
59
$249K 0.14%
1,726
60
$247K 0.14%
3,400
61
$243K 0.14%
2,449
62
$241K 0.14%
973
63
$231K 0.13%
7,029
64
$194K 0.11%
1,239
-18
65
$193K 0.11%
825
-175
66
$186K 0.11%
4,872
67
$182K 0.11%
6,978
68
$174K 0.1%
2,173
69
$174K 0.1%
3,798
70
$173K 0.1%
1,076
71
$161K 0.09%
14,952
+444
72
$161K 0.09%
1,538
-614
73
$150K 0.09%
2,121
-1,800
74
$145K 0.08%
1,729
-34
75
$141K 0.08%
458
-77
1 2
3
4 5