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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.1%
3,400
77
$193K 0.1%
1,115
-111
78
$192K 0.1%
3,964
79
$166K 0.09%
483
80
$163K 0.08%
5,787
81
$162K 0.08%
1,484
+25
82
$153K 0.08%
10,032
83
$148K 0.08%
1,528
84
$148K 0.08%
379
85
$147K 0.08%
3,301
86
$140K 0.07%
+3,300
87
$132K 0.07%
670
88
$129K 0.07%
943
89
$128K 0.07%
920
90
$123K 0.06%
636
91
$117K 0.06%
853
+15
92
$114K 0.06%
1,948
93
$110K 0.06%
1,100
94
$104K 0.05%
1,199
95
$96K 0.05%
1,609
96
$94K 0.05%
289
97
$93K 0.05%
3,249
98
$91K 0.05%
+1,674
99
$91K 0.05%
600
100
$91K 0.05%
5,932
2 3
4
5 6