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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$75K 0.05%
2,190
102
$75K 0.05%
5,932
103
$74K 0.05%
2,717
104
$72K 0.05%
550
105
$68K 0.04%
1,009
106
$65K 0.04%
600
107
$58K 0.04%
2,820
108
$52K 0.03%
474
-190
109
$51K 0.03%
1,215
+11
110
$50K 0.03%
1,066
+786
111
$49K 0.03%
240
112
$49K 0.03%
3,626
113
$49K 0.03%
1,577
+416
114
$48K 0.03%
1,064
+181
115
$48K 0.03%
837
116
$47K 0.03%
466
117
$46K 0.03%
547
118
$44K 0.03%
331
-14
119
$43K 0.03%
889
120
$43K 0.03%
587
121
$39K 0.02%
1,013
122
$37K 0.02%
1,410
123
$37K 0.02%
396
124
$36K 0.02%
912
125
$36K 0.02%
950
3 4
5
6 7