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
$654M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.8M
3
+$11.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.75M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.68M

Top Sells

1
+$3.8M
2
+$1.64M
3
+$1.19M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$889K

Sector Composition

1 Technology 1.32%
2 Financials 0.51%
3 Industrials 0.49%
4 Consumer Discretionary 0.49%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.8K ﹤0.01%
3,189
227
$24.6K ﹤0.01%
656
228
$24.3K ﹤0.01%
67
229
$24.1K ﹤0.01%
70
-89
230
$24K ﹤0.01%
172
-69
231
$24K ﹤0.01%
131
232
$23.7K ﹤0.01%
19
233
$23.6K ﹤0.01%
31
234
$23.5K ﹤0.01%
346
235
$23.4K ﹤0.01%
403
236
$22.7K ﹤0.01%
2,604
-39
237
$22.5K ﹤0.01%
921
238
$22K ﹤0.01%
262
239
$21.9K ﹤0.01%
75
240
$21.3K ﹤0.01%
792
-474
241
$21.2K ﹤0.01%
1,300
242
$20.9K ﹤0.01%
775
+285
243
$20.9K ﹤0.01%
101
244
$20.1K ﹤0.01%
788
245
$19.7K ﹤0.01%
103
246
$19.2K ﹤0.01%
132
247
$19.1K ﹤0.01%
433
248
$18.9K ﹤0.01%
1,426
+1
249
$18.8K ﹤0.01%
225
-63
250
$18.8K ﹤0.01%
475
+79
8 9
10
11 12