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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.02%
778
127
$29K 0.02%
669
128
$29K 0.02%
250
129
$28K 0.02%
348
130
$27K 0.02%
652
131
$26K 0.02%
140
132
$26K 0.02%
427
133
$26K 0.02%
774
134
$26K 0.02%
244
135
$26K 0.02%
540
136
$25K 0.01%
480
137
$25K 0.01%
1,050
138
$24K 0.01%
460
139
$24K 0.01%
1,657
140
$24K 0.01%
2,581
141
$23K 0.01%
530
142
$23K 0.01%
216
143
$22K 0.01%
1,147
144
$22K 0.01%
509
-200
145
$21K 0.01%
214
146
$21K 0.01%
415
147
$21K 0.01%
230
148
$21K 0.01%
154
149
$20K 0.01%
1,000
150
$20K 0.01%
133
-67
4 5
6
7 8