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
$173M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$910K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$448K

Top Sells

1
+$764K
2
+$387K
3
+$383K
4
HIND
Vyome Holdings
HIND
+$281K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Healthcare 1.15%
2 Technology 1.03%
3 Communication Services 0.98%
4 Financials 0.98%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
275
177
$14K 0.01%
280
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$14K 0.01%
44
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$14K 0.01%
201
-265
180
$14K 0.01%
616
181
$13K 0.01%
207
-3
182
$13K 0.01%
143
-19
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$13K 0.01%
159
184
$13K 0.01%
183
185
$13K 0.01%
333
186
$13K 0.01%
900
187
$12K 0.01%
150
188
$11K 0.01%
200
189
$11K 0.01%
284
-4
190
$10K 0.01%
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$10K 0.01%
60
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$9K 0.01%
200
193
$9K 0.01%
300
194
$9K 0.01%
166
195
$9K 0.01%
100
196
$9K 0.01%
80
197
$8K ﹤0.01%
51
198
$8K ﹤0.01%
35
199
$8K ﹤0.01%
300
200
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