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
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Sells

1 +$461K
2 +$453K
3 +$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10K 0.01%
160
202
$9K ﹤0.01%
200
203
$9K ﹤0.01%
300
204
$9K ﹤0.01%
92
205
$9K ﹤0.01%
49
206
$9K ﹤0.01%
300
207
$8K ﹤0.01%
51
208
$8K ﹤0.01%
111
209
$8K ﹤0.01%
56
210
$8K ﹤0.01%
66
211
$7K ﹤0.01%
223
212
$7K ﹤0.01%
118
213
$7K ﹤0.01%
74
214
$7K ﹤0.01%
78
215
$7K ﹤0.01%
147
216
$7K ﹤0.01%
156
217
$7K ﹤0.01%
83
218
$7K ﹤0.01%
136
219
$7K ﹤0.01%
53
220
$6K ﹤0.01%
23
221
$6K ﹤0.01%
27
+5
222
$6K ﹤0.01%
106
223
$5K ﹤0.01%
100
224
$5K ﹤0.01%
100
225
$5K ﹤0.01%
285