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
151
$9K 0.01%
+300
152
$9K 0.01%
+100
153
$9K 0.01%
+210
154
$9K 0.01%
+240
155
$8K 0.01%
+309
156
$8K 0.01%
+193
157
$8K 0.01%
+229
158
$8K 0.01%
+1,000
159
$8K 0.01%
+132
160
$7K 0.01%
+238
161
$7K 0.01%
+68
162
$7K 0.01%
+342
163
$7K 0.01%
+100
164
$6K 0.01%
+90
165
$6K 0.01%
+118
166
$6K 0.01%
+900
167
$6K 0.01%
+108
168
$6K 0.01%
+100
169
– –
0
170
$6K 0.01%
+132
171
$5K ﹤0.01%
+140
172
$5K ﹤0.01%
+100
173
$5K ﹤0.01%
+56
174
$5K ﹤0.01%
+78
175
– –
0
5 6
7
8 9