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
$160M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$792K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$759K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$497K

Top Sells

1
+$932K
2
+$783K
3
+$735K
4
HIND
Vyome Holdings
HIND
+$302K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$268K

Sector Composition

1 Healthcare 1.12%
2 Communication Services 1.1%
3 Financials 1.03%
4 Technology 0.93%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K 0.01%
207
202
$8K 0.01%
80
203
$8K 0.01%
101
-190
204
$8K 0.01%
49
205
$7K ﹤0.01%
111
206
$7K ﹤0.01%
50
-50
207
$7K ﹤0.01%
125
+15
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$7K ﹤0.01%
300
209
$6K ﹤0.01%
51
210
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211
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137
+19
212
$6K ﹤0.01%
56
213
$6K ﹤0.01%
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285
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$6K ﹤0.01%
128
+25
216
– –
0
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$6K ﹤0.01%
37
218
$5K ﹤0.01%
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100
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$5K ﹤0.01%
78
223
$5K ﹤0.01%
100
224
$5K ﹤0.01%
106
-157
225
$5K ﹤0.01%
53
7 8
9
10 11