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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.01%
427
152
$22K 0.01%
2,581
153
$21K 0.01%
230
-1,904
154
$21K 0.01%
470
155
$20K 0.01%
509
156
$20K 0.01%
149
+100
157
$19K 0.01%
214
158
$19K 0.01%
729
159
$19K 0.01%
2,115
-4,919
160
$18K 0.01%
548
161
$18K 0.01%
350
162
$17K 0.01%
1,000
163
$17K 0.01%
652
164
$17K 0.01%
1,320
165
$17K 0.01%
476
166
$16K 0.01%
342
167
$15K 0.01%
1,147
168
$15K 0.01%
+174
169
$15K 0.01%
530
170
$15K 0.01%
229
171
$15K 0.01%
900
172
$15K 0.01%
231
173
$14K 0.01%
833
174
$14K 0.01%
75
175
$14K 0.01%
415
5 6
7
8 9