We are live on ! Find out more
MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$476K
3
+$405K
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$343K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$283K

Top Sells

1
+$305K
2
+$296K
3
+$245K
4
CELG
Celgene Corp
CELG
+$200K
5
BIDU icon
Baidu
BIDU
+$191K

Sector Composition

1 Communication Services 0.77%
2 Healthcare 0.75%
3 Technology 0.5%
4 Utilities 0.42%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10
152
– –
-679
153
– –
-42
154
– –
-14
155
– –
-614
156
– –
-615
157
– –
-56
158
– –
-177
159
– –
-1,948
160
– –
-108
161
– –
-3,626
162
– –
-78
163
– –
-1,528
164
– –
-837
165
– –
-66
166
– –
-5,292
167
– –
-1,093
168
– –
-78
169
– –
-111
170
– –
-923
171
– –
-912
172
– –
-300
173
– –
-94
174
– –
-1,999
175
– –
-58
5 6
7
8 9