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
$232M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$684K
3
+$380K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$343K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$125K

Top Sells

1
+$2.42M
2
+$1.57M
3
+$1.4M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$702K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$507K

Sector Composition

1 Industrials 1.58%
2 Technology 1.13%
3 Communication Services 0.95%
4 Consumer Discretionary 0.92%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K 0.01%
590
+97
152
$29K 0.01%
2,115
153
$28K 0.01%
825
154
$27K 0.01%
387
155
$27K 0.01%
154
156
$26K 0.01%
742
+1
157
$26K 0.01%
175
+14
158
$25K 0.01%
518
+200
159
$25K 0.01%
1,044
+252
160
$24K 0.01%
2,581
161
$24K 0.01%
350
162
$24K 0.01%
229
163
$23K 0.01%
152
-8
164
$22K 0.01%
152
-525
165
$22K 0.01%
441
+12
166
$21K 0.01%
285
+250
167
$21K 0.01%
481
168
$20K 0.01%
729
169
$20K 0.01%
302
170
$20K 0.01%
67
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171
$19K 0.01%
325
-1,328
172
$19K 0.01%
+350
173
$18K 0.01%
+300
174
$18K 0.01%
107
+51
175
$18K 0.01%
240
5 6
7
8 9