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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.3%
10,968
52
$442K 0.28%
11,212
+108
53
$435K 0.27%
4,283
+454
54
$393K 0.25%
9,485
-1,278
55
$366K 0.23%
3,435
+23
56
$364K 0.23%
1,783
57
$326K 0.2%
4,785
-224
58
$290K 0.18%
2,655
59
$284K 0.18%
6,284
+8
60
$277K 0.17%
672
61
– –
0
62
$259K 0.16%
3,360
63
$244K 0.15%
6,000
64
$242K 0.15%
2,222
65
$239K 0.15%
5,664
66
$233K 0.15%
2,449
67
$232K 0.15%
3,400
68
$230K 0.14%
3,490
+310
69
$227K 0.14%
973
70
$215K 0.13%
1,999
71
$202K 0.13%
1,726
72
$183K 0.11%
1,226
-13
73
$178K 0.11%
5,742
74
$175K 0.11%
17,526
+756
75
$162K 0.1%
1,076
1 2
3
4 5