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
251
$22.1K ﹤0.01%
19
252
$21.9K ﹤0.01%
31
253
$20.5K ﹤0.01%
+788
254
$20.4K ﹤0.01%
262
255
$20.1K ﹤0.01%
67
-2
256
$19.8K ﹤0.01%
96
257
$19.5K ﹤0.01%
75
258
$19K ﹤0.01%
74
259
$18.1K ﹤0.01%
132
260
$18.1K ﹤0.01%
+303
261
$18.1K ﹤0.01%
790
262
$18K ﹤0.01%
91
-96
263
$17.8K ﹤0.01%
800
264
$17.6K ﹤0.01%
1,025
+770
265
$17.5K ﹤0.01%
433
266
$17.5K ﹤0.01%
170
+96
267
$17.4K ﹤0.01%
1,425
-2,492
268
$17K ﹤0.01%
103
269
$16.9K ﹤0.01%
65
-341
270
$16.9K ﹤0.01%
100
271
$16.9K ﹤0.01%
+97
272
$16.9K ﹤0.01%
89
273
$16.8K ﹤0.01%
288
274
$16.8K ﹤0.01%
133
-156
275
$16.8K ﹤0.01%
254
-399
9 10
11
12 13