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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$10.3M
3 +$746K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1 +$392K
2 +$280K
3 +$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$262K 0.1%
2,173
77
$253K 0.09%
1,327
78
$240K 0.09%
3,237
+26
79
$233K 0.08%
3,000
80
$231K 0.08%
4,467
-78
81
$222K 0.08%
2,104
-24
82
$213K 0.08%
1,459
83
$204K 0.07%
3,235
+38
84
$202K 0.07%
5,287
85
$197K 0.07%
676
86
$187K 0.07%
3,286
+1,524
87
$179K 0.07%
3,400
88
$176K 0.06%
483
89
$172K 0.06%
498
90
$170K 0.06%
876
+710
91
$169K 0.06%
5,603
+5,087
92
$158K 0.06%
682
+12
93
$150K 0.05%
943
94
$140K 0.05%
638
+430
95
$134K 0.05%
354
96
$129K 0.05%
1,199
97
$129K 0.05%
370
+20
98
$129K 0.05%
1,516
+120
99
$127K 0.05%
1,948
100
$127K 0.05%
+310