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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
350
152
$19K 0.01%
729
153
$19K 0.01%
1,320
154
$19K 0.01%
476
155
$18K 0.01%
250
156
$18K 0.01%
75
157
$18K 0.01%
250
158
$18K 0.01%
1,304
159
$18K 0.01%
231
160
$17K 0.01%
900
161
$17K 0.01%
110
162
$17K 0.01%
720
163
$17K 0.01%
519
164
$16K 0.01%
782
165
$16K 0.01%
200
166
$16K 0.01%
136
167
$16K 0.01%
263
168
$16K 0.01%
229
169
$16K 0.01%
244
170
$15K 0.01%
436
171
$15K 0.01%
833
172
$15K 0.01%
100
173
$15K 0.01%
548
174
$15K 0.01%
342
175
$15K 0.01%
210
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7
8 9