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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36K 0.03%
+430
102
– –
0
103
$35K 0.03%
+488
104
$34K 0.03%
+2,200
105
$32K 0.03%
+477
106
$31K 0.03%
+614
107
$31K 0.03%
+254
108
$31K 0.03%
+362
109
$29K 0.02%
+409
110
$29K 0.02%
+837
111
$29K 0.02%
+798
112
$28K 0.02%
+615
113
$27K 0.02%
+300
114
$27K 0.02%
+400
115
$26K 0.02%
+672
116
$26K 0.02%
+2,581
117
$25K 0.02%
+288
118
$24K 0.02%
+912
119
$24K 0.02%
+644
120
$23K 0.02%
+1,147
121
$23K 0.02%
+300
122
$23K 0.02%
+177
123
$20K 0.02%
+741
124
$20K 0.02%
+477
125
$19K 0.02%
+600
3 4
5
6 7