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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
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833
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+50
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+185
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$15K 0.01%
900
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533
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$14K 0.01%
548
185
$13K 0.01%
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$13K 0.01%
105
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$13K 0.01%
2,200
188
$12K 0.01%
210
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141
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181
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$11K 0.01%
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$11K 0.01%
207
+19
195
$11K 0.01%
207
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80
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$10K 0.01%
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198
$10K 0.01%
+271
199
$10K 0.01%
35
200
$10K 0.01%
519
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