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

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
251
$26.7K ﹤0.01%
102
252
$26.7K ﹤0.01%
433
253
$26.6K ﹤0.01%
656
254
$25.9K ﹤0.01%
190
255
$25.9K ﹤0.01%
1,349
-8
256
$25.8K ﹤0.01%
137
257
$25.7K ﹤0.01%
246
+218
258
$25.6K ﹤0.01%
101
259
$25.5K ﹤0.01%
49
260
$25.5K ﹤0.01%
+187
261
$25.3K ﹤0.01%
240
262
$25.1K ﹤0.01%
64
263
$24.9K ﹤0.01%
477
+205
264
$24.9K ﹤0.01%
100
265
$24.1K ﹤0.01%
140
266
$23.8K ﹤0.01%
414
-304
267
$23.5K ﹤0.01%
132
268
$23.2K ﹤0.01%
67
269
$22.3K ﹤0.01%
792
270
$22.2K ﹤0.01%
1,200
271
$21.8K ﹤0.01%
+500
272
$21.1K ﹤0.01%
2,354
+1
273
$21K ﹤0.01%
790
274
$20.7K ﹤0.01%
103
275
$20.7K ﹤0.01%
100