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
126
$19K 0.02%
+1,320
127
$19K 0.02%
+265
128
$19K 0.02%
+1,304
129
$18K 0.02%
+301
130
$18K 0.02%
+350
131
$17K 0.01%
+1,238
132
$17K 0.01%
+230
133
$17K 0.01%
+213
134
$17K 0.01%
+519
135
$16K 0.01%
+333
136
$14K 0.01%
+136
137
$14K 0.01%
+1,119
138
$13K 0.01%
+100
139
$13K 0.01%
+338
140
$13K 0.01%
+84
141
$12K 0.01%
+346
142
$12K 0.01%
+670
143
$12K 0.01%
+319
144
$11K 0.01%
+548
145
$11K 0.01%
+210
146
$11K 0.01%
+956
147
$10K 0.01%
+285
148
$10K 0.01%
+210
149
$10K 0.01%
+160
150
$9K 0.01%
+621
4 5
6
7 8