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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.02%
133
127
$38K 0.02%
+699
128
$38K 0.02%
950
129
$37K 0.02%
778
130
$37K 0.02%
208
-30
131
$37K 0.02%
624
132
$36K 0.02%
350
133
$36K 0.02%
1,410
134
$34K 0.02%
774
135
$34K 0.02%
244
136
$34K 0.02%
2,233
137
$34K 0.02%
1,050
138
$33K 0.02%
500
139
$30K 0.02%
240
-585
140
$30K 0.02%
470
141
$29K 0.02%
348
142
$28K 0.01%
230
143
$28K 0.01%
509
144
$28K 0.01%
720
145
$28K 0.01%
732
+16
146
$27K 0.01%
400
147
$27K 0.01%
1,657
148
$26K 0.01%
122
149
$26K 0.01%
481
-128
150
$26K 0.01%
254
4 5
6
7 8