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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
470
152
$24K 0.01%
4,377
+2,161
153
$24K 0.01%
+387
154
$23K 0.01%
2,581
155
$22K 0.01%
739
+3
156
$22K 0.01%
350
157
$21K 0.01%
161
158
$20K 0.01%
1,300
159
$20K 0.01%
+440
160
$19K 0.01%
346
161
$19K 0.01%
240
162
$19K 0.01%
744
163
$19K 0.01%
729
164
$19K 0.01%
229
165
$18K 0.01%
123
166
$18K 0.01%
+317
167
$17K 0.01%
716
-131
168
$17K 0.01%
210
169
$17K 0.01%
481
170
$17K 0.01%
950
171
$16K 0.01%
538
172
$16K 0.01%
96
+40
173
$15K 0.01%
322
174
$15K 0.01%
+306
175
$15K 0.01%
152
+18
5 6
7
8 9