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
$193M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Sells

1 +$763K
2 +$312K
3 +$304K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
AAPL icon
Apple
AAPL
+$181K

Sector Composition

1 Technology 1.31%
2 Industrials 1.21%
3 Utilities 0.95%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K ﹤0.01%
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$8K ﹤0.01%
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583
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345