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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.25%
8,050
-357
52
$455K 0.24%
1,359
53
$423K 0.22%
8,575
54
$400K 0.21%
5,124
-38
55
$382K 0.2%
3,235
56
$366K 0.19%
6,000
57
$365K 0.19%
7,409
+2,896
58
$359K 0.19%
1,687
59
$316K 0.16%
9,074
60
$310K 0.16%
6,554
+919
61
$289K 0.15%
2,494
-130
62
$275K 0.14%
5,664
63
$274K 0.14%
20,670
+828
64
$268K 0.14%
5,742
65
$247K 0.13%
1,115
66
$243K 0.13%
2,419
-15
67
$228K 0.12%
4,404
+740
68
$228K 0.12%
1,063
+77
69
$213K 0.11%
3,684
-188
70
$205K 0.11%
5,083
71
$201K 0.1%
724
-162
72
$199K 0.1%
1,999
73
$187K 0.1%
7,637
74
$186K 0.1%
2,483
75
$185K 0.1%
2,173
1 2
3
4 5