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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
711
+1
152
$25K 0.01%
427
153
$25K 0.01%
+263
154
$25K 0.01%
530
155
$24K 0.01%
+1,500
156
$24K 0.01%
2,115
157
$23K 0.01%
960
158
$23K 0.01%
2,581
159
$22K 0.01%
350
160
$21K 0.01%
740
+11
161
$20K 0.01%
+379
162
$20K 0.01%
342
163
$20K 0.01%
154
164
$20K 0.01%
+219
165
$19K 0.01%
75
166
$19K 0.01%
146
+10
167
$18K 0.01%
548
168
$18K 0.01%
1,320
169
$18K 0.01%
229
170
$17K 0.01%
346
171
$17K 0.01%
1,304
172
$17K 0.01%
231
173
$16K 0.01%
100
174
$16K 0.01%
432
+17
175
$16K 0.01%
242
+29
5 6
7
8 9