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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$89K 0.05%
2,717
102
$87K 0.04%
3,266
-122
103
$82K 0.04%
1,834
104
$80K 0.04%
1,239
+1,209
105
$77K 0.04%
1,000
106
$72K 0.04%
350
-50
107
$71K 0.04%
240
108
$68K 0.04%
2,820
109
$62K 0.03%
1,256
+20
110
$60K 0.03%
649
+7
111
$59K 0.03%
1,478
+44
112
$59K 0.03%
466
113
$56K 0.03%
936
-50
114
$56K 0.03%
3,626
115
$55K 0.03%
474
116
$54K 0.03%
1,013
117
$54K 0.03%
500
118
$53K 0.03%
912
119
$53K 0.03%
837
120
$52K 0.03%
836
+13
121
$51K 0.03%
587
122
$51K 0.03%
396
123
$43K 0.02%
240
124
$42K 0.02%
159
125
$42K 0.02%
753
-32
3 4
5
6 7