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
$728M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$3.75M
3
+$3.27M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.08M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.34M

Top Sells

1
+$24M
2
+$1.03M
3
+$638K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$517K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$467K

Sector Composition

1 Technology 1.41%
2 Financials 0.55%
3 Industrials 0.5%
4 Consumer Discretionary 0.48%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.8K ﹤0.01%
+1,000
227
$34K ﹤0.01%
1,304
-492
228
$33.9K ﹤0.01%
164
229
$33.6K ﹤0.01%
940
+856
230
$33.6K ﹤0.01%
2,088
+100
231
$33.1K ﹤0.01%
534
232
$32.4K ﹤0.01%
403
233
$31K ﹤0.01%
718
-128
234
$30.8K ﹤0.01%
74
235
$30.5K ﹤0.01%
92
236
$30.4K ﹤0.01%
+630
237
$30K ﹤0.01%
629
+6
238
$29.7K ﹤0.01%
185
239
$29.7K ﹤0.01%
60
240
$29.1K ﹤0.01%
+320
241
$28.4K ﹤0.01%
+597
242
$28.3K ﹤0.01%
678
-524
243
$27.9K ﹤0.01%
552
+499
244
$27.7K ﹤0.01%
31
245
$27K ﹤0.01%
921
246
$27K ﹤0.01%
+150
247
$26.9K ﹤0.01%
70
248
$26.9K ﹤0.01%
3,189
249
$26.8K ﹤0.01%
927
+139
250
$26.7K ﹤0.01%
+524
8 9
10
11 12