MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $885M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
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%
+36
202
$1K ﹤0.01%
+37
203
$1K ﹤0.01%
+6
204
$1K ﹤0.01%
+154
205
$1K ﹤0.01%
+27
206
$1K ﹤0.01%
+48
207
$1K ﹤0.01%
+95
208
$1K ﹤0.01%
+42
209
$1K ﹤0.01%
+14
210
$1K ﹤0.01%
+30
211
$1K ﹤0.01%
+95
212
– –
0
213
$1K ﹤0.01%
+30
214
$1K ﹤0.01%
+200
215
$1K ﹤0.01%
+21
216
$1K ﹤0.01%
+24
217
$1K ﹤0.01%
+10
218
$1K ﹤0.01%
+40
219
$1K ﹤0.01%
+37
220
$1K ﹤0.01%
+8
221
$1K ﹤0.01%
+21
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