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
$220M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$107K
2
+$56.8K
3
+$45.9K
4
QCOM icon
Qualcomm
QCOM
+$44.8K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$43.3K

Top Sells

1
+$7.93M
2
+$7.61M
3
+$7.51M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.62M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$5.8M

Sector Composition

1 Industrials 1.01%
2 Consumer Discretionary 0.67%
3 Technology 0.67%
4 Communication Services 0.5%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
195
+45
202
$9K ﹤0.01%
+121
203
$9K ﹤0.01%
+125
204
$9K ﹤0.01%
+108
205
$8K ﹤0.01%
260
-686
206
$8K ﹤0.01%
500
207
$8K ﹤0.01%
117
-117
208
$8K ﹤0.01%
220
+160
209
$8K ﹤0.01%
+144
210
$8K ﹤0.01%
+54
211
$8K ﹤0.01%
136
-547
212
$8K ﹤0.01%
+72
213
$7K ﹤0.01%
136
-357
214
$7K ﹤0.01%
+110
215
$7K ﹤0.01%
500
216
$7K ﹤0.01%
+576
217
$7K ﹤0.01%
+154
218
$7K ﹤0.01%
+116
219
$7K ﹤0.01%
+38
220
$7K ﹤0.01%
+107
221
$7K ﹤0.01%
+14
222
$7K ﹤0.01%
+13
223
$7K ﹤0.01%
+16
224
$7K ﹤0.01%
+72
225
$7K ﹤0.01%
+65
7 8
9
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