MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $930M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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
+$13.9M
2
+$11.4M
3
+$6.88M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$5.94M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$5.92M

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%
+106
180
$3K ﹤0.01%
+42
181
$3K ﹤0.01%
+36
182
$3K ﹤0.01%
+45
183
$3K ﹤0.01%
+61
184
$3K ﹤0.01%
+66
185
$3K ﹤0.01%
+111
186
$3K ﹤0.01%
+69
187
$3K ﹤0.01%
+76
188
$3K ﹤0.01%
+33
189
$3K ﹤0.01%
+100
190
$3K ﹤0.01%
+270
191
$3K ﹤0.01%
+500
192
$2K ﹤0.01%
+50
193
$2K ﹤0.01%
+35
194
$2K ﹤0.01%
+27
195
$2K ﹤0.01%
+100
196
$2K ﹤0.01%
+78
197
$2K ﹤0.01%
+23
198
$2K ﹤0.01%
+116
199
$2K ﹤0.01%
+100
200
$2K ﹤0.01%
+200
6 7
8
9 10