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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$52K 0.02%
507
152
$52K 0.02%
146
+124
153
$51K 0.02%
+1,733
154
$51K 0.02%
992
+551
155
$50K 0.02%
+1,720
156
$50K 0.02%
1,095
+795
157
$49K 0.02%
240
158
$49K 0.02%
499
-29
159
$48K 0.02%
655
-4
160
$47K 0.02%
878
161
$45K 0.02%
720
162
$42K 0.02%
+205
163
$41K 0.01%
+1,020
164
$41K 0.01%
837
165
$40K 0.01%
1,500
+100
166
$40K 0.01%
+276
167
$38K 0.01%
+817
168
$38K 0.01%
168
169
$38K 0.01%
1,665
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170
$37K 0.01%
1,348
171
$36K 0.01%
+700
172
$35K 0.01%
252
173
$34K 0.01%
819
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174
$33K 0.01%
254
175
$32K 0.01%
440
+200
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7
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