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
$172M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$268K
3
+$253K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$155K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$152K

Top Sells

1
+$507K
2
+$282K
3
+$273K
4
AAPL icon
Apple
AAPL
+$171K
5
EPD icon
Enterprise Products Partners
EPD
+$159K

Sector Composition

1 Communication Services 1.14%
2 Financials 1.12%
3 Technology 1.01%
4 Consumer Discretionary 1%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24K 0.01%
348
152
$24K 0.01%
1,657
153
$23K 0.01%
652
154
$22K 0.01%
1,147
155
$22K 0.01%
2,581
156
$21K 0.01%
214
157
$21K 0.01%
509
158
$20K 0.01%
1,000
159
$20K 0.01%
530
160
$19K 0.01%
476
161
$18K 0.01%
729
-149
162
$18K 0.01%
350
163
$18K 0.01%
231
164
$17K 0.01%
548
165
$17K 0.01%
342
166
$17K 0.01%
415
-350
167
$17K 0.01%
1,320
168
$17K 0.01%
154
169
$17K 0.01%
1,304
170
$16K 0.01%
250
-200
171
$16K 0.01%
75
172
$16K 0.01%
548
173
$15K 0.01%
833
174
$15K 0.01%
110
175
$15K 0.01%
263
5 6
7
8 9