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
101
$126K 0.04%
370
102
$122K 0.04%
354
103
$118K 0.04%
720
104
$118K 0.04%
1,805
-143
105
$114K 0.04%
550
-10
106
$114K 0.04%
477
-15
107
$112K 0.04%
528
-110
108
$105K 0.04%
710
109
$104K 0.04%
402
+3
110
$100K 0.03%
3,249
111
$99K 0.03%
451
-14
112
$97K 0.03%
6,212
113
$91K 0.03%
1,543
-250
114
$86K 0.03%
1,711
-19
115
$85K 0.03%
2,203
116
$84K 0.03%
480
-10
117
$82K 0.03%
450
-10
118
$80K 0.03%
4,956
119
$80K 0.03%
1,200
120
$79K 0.03%
1,063
121
$77K 0.03%
402
122
$75K 0.03%
619
123
$75K 0.03%
1,418
-362
124
$74K 0.02%
1,074
125
$74K 0.02%
311