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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.07%
+661
77
$70K 0.06%
+3,249
78
$70K 0.06%
+936
79
$66K 0.06%
+2,145
80
$65K 0.06%
+495
81
$65K 0.06%
+4,314
82
$64K 0.06%
+2,717
83
$64K 0.06%
+572
84
$61K 0.05%
+1,316
85
$60K 0.05%
+2,136
86
$59K 0.05%
+3,626
87
$59K 0.05%
+574
88
$58K 0.05%
+1,013
89
$55K 0.05%
+1,999
90
$55K 0.05%
+695
91
$54K 0.05%
+1,160
92
$53K 0.05%
+1,098
93
$52K 0.04%
+3,670
94
$51K 0.04%
+924
95
$46K 0.04%
+568
96
$41K 0.04%
+1,025
97
$41K 0.04%
+1,000
98
$39K 0.03%
+750
99
$39K 0.03%
+371
100
$38K 0.03%
+968
2 3
4
5 6