We are live on ! Find out more
MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$476K
3
+$405K
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$343K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$283K

Top Sells

1
+$305K
2
+$296K
3
+$245K
4
CELG
Celgene Corp
CELG
+$200K
5
BIDU icon
Baidu
BIDU
+$191K

Sector Composition

1 Communication Services 0.77%
2 Healthcare 0.75%
3 Technology 0.5%
4 Utilities 0.42%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-924
77
– –
-42
78
– –
-37
79
– –
-8
80
– –
0
81
– –
-2,719
82
– –
-21
83
– –
-36
84
– –
-200
85
– –
-37
86
– –
-140
87
– –
-45
88
– –
-42
89
– –
-2,000
90
– –
-6
91
– –
-100
92
– –
-1,389
93
– –
-1,013
94
– –
-18
95
– –
-210
96
– –
-270
97
– –
-35
98
– –
-817
99
– –
-2
100
– –
0
2 3
4
5 6