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
$297M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.33%
2 Technology 1.12%
3 Consumer Discretionary 0.88%
4 Financials 0.72%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$287K 0.1%
2,173
77
$286K 0.1%
2,466
-28
78
$280K 0.09%
1,000
+28
79
$272K 0.09%
3,684
80
$271K 0.09%
4,200
-204
81
$260K 0.09%
1,327
82
$239K 0.08%
3,237
83
$221K 0.07%
1,459
84
$213K 0.07%
4,188
-279
85
$212K 0.07%
2,110
+6
86
$202K 0.07%
5,287
87
$197K 0.07%
3,000
88
$182K 0.06%
3,246
-40
89
$176K 0.06%
866
-10
90
$176K 0.06%
676
91
$176K 0.06%
2,997
-238
92
$175K 0.06%
725
+43
93
$174K 0.06%
483
94
$170K 0.06%
5,645
+42
95
$168K 0.06%
498
96
$160K 0.05%
3,400
97
$148K 0.05%
943
98
$135K 0.05%
1,516
99
$132K 0.04%
310
100
$128K 0.04%
1,199