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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$695K
3
+$456K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$452K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$274K

Top Sells

1
+$763K
2
+$312K
3
+$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
+792
177
$14K 0.01%
103
-184
178
$14K 0.01%
1,410
179
$14K 0.01%
154
180
$14K 0.01%
2,115
181
$13K 0.01%
+156
182
$12K 0.01%
143
183
$11K 0.01%
127
+91
184
$11K 0.01%
75
185
$11K 0.01%
269
-99
186
$10K 0.01%
+370
187
$10K 0.01%
+386
188
$10K 0.01%
318
189
$10K 0.01%
+1,058
190
$10K 0.01%
415
191
$10K 0.01%
+188
192
$10K 0.01%
+126
193
$10K 0.01%
+241
194
$10K 0.01%
30
195
$10K 0.01%
707
-375
196
$10K 0.01%
80
197
$10K 0.01%
151
+31
198
$10K 0.01%
114
199
$10K 0.01%
52
-8
200
$9K ﹤0.01%
200
6 7
8
9 10