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
$578M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$13.4M
3
+$11.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11.7M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$5.36M

Top Sells

1
+$8.15M
2
+$4.81M
3
+$3.11M
4
USRT icon
iShares Core US REIT ETF
USRT
+$2.78M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.3M

Sector Composition

1 Technology 1.38%
2 Industrials 0.55%
3 Financials 0.55%
4 Consumer Discretionary 0.53%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K ﹤0.01%
1,304
227
$26.7K ﹤0.01%
102
228
$26.4K ﹤0.01%
518
+25
229
$26.1K ﹤0.01%
616
230
$26.1K ﹤0.01%
+501
231
$25.9K ﹤0.01%
550
232
$24.9K ﹤0.01%
+615
233
$24.6K ﹤0.01%
220
234
$24.5K ﹤0.01%
241
+52
235
$24.1K ﹤0.01%
1,300
-237
236
$23.8K ﹤0.01%
58
+20
237
$23.8K ﹤0.01%
185
-281
238
$23.6K ﹤0.01%
656
-159
239
$23.5K ﹤0.01%
61
+1
240
$23.3K ﹤0.01%
346
-53
241
$23.3K ﹤0.01%
921
+192
242
$23.2K ﹤0.01%
403
-469
243
$23.1K ﹤0.01%
49
244
$23K ﹤0.01%
2,115
-175
245
$22.7K ﹤0.01%
38
+6
246
$22.6K ﹤0.01%
64
247
$22.6K ﹤0.01%
100
-200
248
$22.5K ﹤0.01%
288
+38
249
$22.2K ﹤0.01%
92
-102
250
$22.1K ﹤0.01%
131
8 9
10
11 12