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
$232M
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$684K
3
+$380K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$343K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$125K

Top Sells

1
+$2.42M
2
+$1.57M
3
+$1.4M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$702K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$507K

Sector Composition

1 Industrials 1.58%
2 Technology 1.13%
3 Communication Services 0.95%
4 Consumer Discretionary 0.92%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
1,058
177
$17K 0.01%
346
178
$17K 0.01%
548
-196
179
$17K 0.01%
266
+35
180
$17K 0.01%
415
181
$16K 0.01%
306
182
$15K 0.01%
466
183
$15K 0.01%
+516
184
$15K 0.01%
200
-577
185
$15K 0.01%
75
186
$15K 0.01%
133
-23
187
$15K 0.01%
210
188
$14K 0.01%
272
189
$14K 0.01%
1,120
+963
190
$14K 0.01%
322
191
$14K 0.01%
1,304
192
$13K 0.01%
36
-61
193
$13K 0.01%
210
194
$13K 0.01%
445
195
$13K 0.01%
272
196
$13K 0.01%
333
197
$12K 0.01%
238
198
$12K 0.01%
+260
199
$12K 0.01%
+55
200
$12K 0.01%
707
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8
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