MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
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%
436
177
$14K 0.01%
616
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$14K 0.01%
201
-265
179
$14K 0.01%
44
180
$14K 0.01%
280
181
$13K 0.01%
900
182
$13K 0.01%
333
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$13K 0.01%
366
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$13K 0.01%
159
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$13K 0.01%
143
-19
186
$13K 0.01%
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-3
187
$12K 0.01%
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188
$11K 0.01%
284
-4
189
$11K 0.01%
200
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$10K 0.01%
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$10K 0.01%
238
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$9K 0.01%
80
193
$9K 0.01%
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$9K 0.01%
166
195
$9K 0.01%
300
196
$9K 0.01%
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– –
0
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– –
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$8K ﹤0.01%
300
200
$8K ﹤0.01%
35
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