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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$6.77M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.01M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.94%
2 Healthcare 0.76%
3 Technology 0.69%
4 Consumer Discretionary 0.66%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+154
202
$1K ﹤0.01%
+24
203
$1K ﹤0.01%
+27
204
$1K ﹤0.01%
+48
205
$1K ﹤0.01%
+95
206
$1K ﹤0.01%
+42
207
$1K ﹤0.01%
+14
208
$1K ﹤0.01%
+30
209
$1K ﹤0.01%
+95
210
– –
0
211
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+30
212
$1K ﹤0.01%
+200
213
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+21
214
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+10
215
$1K ﹤0.01%
+40
216
$1K ﹤0.01%
+37
217
$1K ﹤0.01%
+8
218
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+21
219
$1K ﹤0.01%
+36
220
$1K ﹤0.01%
+37
221
$1K ﹤0.01%
+6
222
$0 ﹤0.01%
+14
223
$0 ﹤0.01%
+10
224
$0 ﹤0.01%
+3
225
$0 ﹤0.01%
+18
6 7 8
9
10