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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83K 0.04%
1,013
102
$81K 0.04%
1,978
-196
103
$77K 0.04%
1,100
104
$76K 0.04%
4,956
105
$70K 0.04%
1,618
-695
106
$69K 0.04%
912
107
$68K 0.04%
2,613
108
$68K 0.04%
3,249
109
$66K 0.03%
511
-71
110
$65K 0.03%
336
111
$62K 0.03%
1,013
112
$60K 0.03%
777
113
$60K 0.03%
474
114
$57K 0.03%
396
115
$56K 0.03%
772
+596
116
$56K 0.03%
1,260
117
$52K 0.03%
+363
118
$51K 0.03%
1,063
+899
119
$49K 0.03%
137
+22
120
$49K 0.03%
764
-70
121
$49K 0.03%
1,760
122
$47K 0.02%
2,981
123
$47K 0.02%
240
-12
124
$45K 0.02%
360
125
$41K 0.02%
774
3 4
5
6 7