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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$140K 0.08%
1,459
77
$140K 0.08%
10,032
78
$130K 0.08%
1,528
79
$119K 0.07%
2,348
80
$118K 0.07%
2,000
81
$117K 0.07%
2,542
82
$117K 0.07%
943
83
$115K 0.07%
651
84
$106K 0.06%
1,307
-248
85
$104K 0.06%
1,487
86
$100K 0.06%
838
87
$99K 0.06%
499
-210
88
$95K 0.06%
527
-200
89
$94K 0.05%
2,190
90
$94K 0.05%
3,249
91
$88K 0.05%
5,932
92
$87K 0.05%
920
93
$82K 0.05%
2,717
94
$81K 0.05%
273
95
$81K 0.05%
600
96
$80K 0.05%
990
+10
97
$79K 0.05%
7,034
98
$76K 0.04%
664
99
$71K 0.04%
338
100
$65K 0.04%
862
2 3
4
5 6