MFT
Moisand Fitzgerald Tamayo Portfolio holdings
AUM
$791M
1-Year Return
10.3%
This Quarter Return
+2.52%
1 Year Return
+10.3%
3 Year Return
+35.11%
5 Year Return
+61.85%
10 Year Return
–
AUM
$184M
AUM Growth
+$3.6M
(+2%)
Cap. Flow
-$677K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
57.37%
Holding
296
New
7
Increased
32
Reduced
50
Closed
4
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$320K |
| 2 |
Schwab International Equity ETF
SCHF
|
$309K |
| 3 |
Schwab US REIT ETF
SCHH
|
$264K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$223K |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$148K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$603K |
| 2 |
HIND
Vyome Holdings, Inc. Common Stock
HIND
|
$297K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$258K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$171K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$160K |
Sector Composition
| 1 | Industrials | 1.31% |
| 2 | Communication Services | 1.08% |
| 3 | Financials | 0.99% |
| 4 | Technology | 0.96% |
| 5 | Consumer Discretionary | 0.87% |
