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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$179K 0.09%
1,627
-99
77
$152K 0.08%
483
78
$147K 0.08%
1,459
79
$147K 0.08%
670
80
$140K 0.07%
712
+3
81
$137K 0.07%
2,234
+4
82
$136K 0.07%
354
83
$136K 0.07%
636
84
$122K 0.06%
3,400
85
$121K 0.06%
1,374
-154
86
$120K 0.06%
2,093
87
$113K 0.06%
2,089
88
$111K 0.06%
943
89
$110K 0.06%
3,197
+820
90
$108K 0.06%
1,199
91
$106K 0.05%
7,063
-1,407
92
$99K 0.05%
1,948
93
$97K 0.05%
2,517
94
$94K 0.05%
677
+5
95
$94K 0.05%
1,446
+100
96
$93K 0.05%
1,543
-17
97
$92K 0.05%
350
-30
98
$91K 0.05%
1,962
+475
99
$91K 0.05%
619
100
$88K 0.05%
530
+1
2 3
4
5 6