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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34K 0.02%
778
-400
127
$33K 0.02%
122
128
$33K 0.02%
240
129
$31K 0.02%
624
130
$30K 0.02%
138
131
$30K 0.02%
816
-913
132
– –
0
133
$30K 0.02%
609
-60
134
$30K 0.02%
1,050
135
$29K 0.02%
560
136
$29K 0.02%
546
+279
137
– –
0
138
$28K 0.02%
530
+500
139
$27K 0.02%
1,106
-198
140
$26K 0.02%
960
141
$25K 0.02%
348
142
$25K 0.02%
480
143
$25K 0.02%
774
144
$25K 0.02%
133
145
$24K 0.02%
244
146
$24K 0.02%
529
-595
147
$24K 0.02%
254
148
$23K 0.01%
300
+160
149
$23K 0.01%
1,657
150
$23K 0.01%
720
4 5
6
7 8