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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69K 0.03%
+890
127
$67K 0.02%
+2,250
128
$66K 0.02%
2,046
129
$66K 0.02%
4,692
130
$66K 0.02%
540
131
$65K 0.02%
950
-100
132
$64K 0.02%
413
+50
133
$63K 0.02%
+165
134
$62K 0.02%
1,013
135
$61K 0.02%
462
136
$61K 0.02%
474
137
$60K 0.02%
+222
138
$59K 0.02%
+395
139
$59K 0.02%
2,960
140
$58K 0.02%
957
141
$57K 0.02%
+1,530
142
$56K 0.02%
+1,160
143
$55K 0.02%
526
+4
144
$54K 0.02%
624
145
$54K 0.02%
+1,630
146
$53K 0.02%
+574
147
$53K 0.02%
420
148
$53K 0.02%
240
149
$52K 0.02%
626
-138
150
$52K 0.02%
+1,070
4 5
6
7 8