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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
+91
177
$5K ﹤0.01%
+140
178
$4K ﹤0.01%
+58
179
$4K ﹤0.01%
+53
180
$3K ﹤0.01%
+36
181
$3K ﹤0.01%
+45
182
$3K ﹤0.01%
+61
183
$3K ﹤0.01%
+66
184
$3K ﹤0.01%
+111
185
$3K ﹤0.01%
+69
186
$3K ﹤0.01%
+76
187
$3K ﹤0.01%
+33
188
$3K ﹤0.01%
+100
189
$3K ﹤0.01%
+270
190
$3K ﹤0.01%
+500
191
$3K ﹤0.01%
+42
192
$2K ﹤0.01%
+100
193
$2K ﹤0.01%
+27
194
$2K ﹤0.01%
+100
195
$2K ﹤0.01%
+78
196
$2K ﹤0.01%
+23
197
$2K ﹤0.01%
+116
198
$2K ﹤0.01%
+50
199
$2K ﹤0.01%
+35
200
$2K ﹤0.01%
+200
6 7
8
9 10