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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$156K 0.1%
2,173
77
$154K 0.1%
4,100
-52
78
$146K 0.09%
1,459
79
$142K 0.09%
5,787
80
$140K 0.09%
3,667
-242
81
$136K 0.09%
5,392
-520
82
$135K 0.08%
10,032
83
$131K 0.08%
825
84
$130K 0.08%
2,000
85
$123K 0.08%
1,528
86
$121K 0.08%
493
87
$119K 0.07%
370
+60
88
$119K 0.07%
670
+105
89
$114K 0.07%
2,439
-304
90
$105K 0.07%
943
91
$95K 0.06%
636
92
$94K 0.06%
920
93
$93K 0.06%
838
94
$93K 0.06%
1,948
95
$90K 0.06%
1,607
+800
96
$83K 0.05%
1,199
-108
97
$80K 0.05%
3,249
98
$80K 0.05%
1,064
+17
99
$78K 0.05%
1,050
+700
100
$77K 0.05%
1,209
-291
2 3
4
5 6