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
251
$18.7K ﹤0.01%
100
252
$18.6K ﹤0.01%
140
-80
253
$18.3K ﹤0.01%
89
254
$18.2K ﹤0.01%
96
255
$18.2K ﹤0.01%
415
256
$18.1K ﹤0.01%
377
-687
257
$18K ﹤0.01%
427
258
$17.9K ﹤0.01%
112
+2
259
$17.9K ﹤0.01%
241
-13
260
$17.8K ﹤0.01%
800
261
$17.6K ﹤0.01%
274
-14
262
$17.4K ﹤0.01%
30
263
$17.1K ﹤0.01%
790
264
$17.1K ﹤0.01%
445
265
$16.8K ﹤0.01%
2,115
266
$16.8K ﹤0.01%
285
267
$16.7K ﹤0.01%
133
268
$16.3K ﹤0.01%
1,058
269
$16.3K ﹤0.01%
110
270
$16.2K ﹤0.01%
151
-120
271
$16.2K ﹤0.01%
954
272
$16.1K ﹤0.01%
32
-6
273
$15.4K ﹤0.01%
91
274
$15.3K ﹤0.01%
118
275
$15.1K ﹤0.01%
27
9 10
11
12 13