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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$10.3M
3 +$746K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1 +$392K
2 +$280K
3 +$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$745K 0.27%
5,462
-12
52
$737K 0.27%
10,051
53
$735K 0.27%
9,312
-27
54
$673K 0.24%
4,088
+110
55
$584K 0.21%
7,881
-167
56
$582K 0.21%
1,359
57
$530K 0.19%
5,050
-22
58
$483K 0.18%
22,205
-2,922
59
$448K 0.16%
3,323
+515
60
$439K 0.16%
8,111
+2
61
$400K 0.15%
2,419
62
$364K 0.13%
3,159
-76
63
$360K 0.13%
1,297
-340
64
$352K 0.13%
5,063
+1,755
65
$341K 0.12%
5,664
66
$334K 0.12%
19,218
-3,456
67
$322K 0.12%
1,942
+62
68
$320K 0.12%
908
69
$314K 0.11%
6,687
+945
70
$306K 0.11%
4,404
71
$292K 0.11%
2,494
72
$291K 0.11%
7,434
-125
73
$282K 0.1%
+10,450
74
$282K 0.1%
972
75
$268K 0.1%
3,684