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
$275M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$746K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$672K

Top Sells

1
+$392K
2
+$280K
3
+$124K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$104K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$94.4K

Sector Composition

1 Industrials 1.58%
2 Technology 1.22%
3 Consumer Discretionary 0.92%
4 Communication Services 0.84%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.01%
530
177
$31K 0.01%
1,510
178
$30K 0.01%
123
179
$30K 0.01%
950
180
$29K 0.01%
387
181
$28K 0.01%
+290
182
$28K 0.01%
+314
183
$28K 0.01%
2,115
184
$27K 0.01%
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185
$27K 0.01%
318
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186
$27K 0.01%
731
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187
$27K 0.01%
175
188
$27K 0.01%
493
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189
$27K 0.01%
229
190
$26K 0.01%
1,044
191
$25K 0.01%
+85
192
$25K 0.01%
2,581
193
$25K 0.01%
154
194
$24K 0.01%
152
195
$24K 0.01%
422
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196
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350
197
$23K 0.01%
481
198
$23K 0.01%
152
199
$22K 0.01%
518
200
$22K 0.01%
300
+100
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