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
$707M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.47M
3
+$1.47M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Top Sells

1
+$1.28M
2
+$816K
3
+$664K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$576K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$497K

Sector Composition

1 Technology 1.45%
2 Financials 0.57%
3 Consumer Discretionary 0.51%
4 Industrials 0.48%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24.8K ﹤0.01%
132
252
$24.7K ﹤0.01%
493
-648
253
$24.7K ﹤0.01%
656
254
$24.2K ﹤0.01%
101
255
$24K ﹤0.01%
190
256
$23.3K ﹤0.01%
3,189
257
$23.2K ﹤0.01%
64
258
$23K ﹤0.01%
+396
259
$22.9K ﹤0.01%
137
260
$22.8K ﹤0.01%
477
261
$22.6K ﹤0.01%
110
262
$22K ﹤0.01%
2,354
263
$21.3K ﹤0.01%
1,058
264
$21.3K ﹤0.01%
100
265
$21K ﹤0.01%
74
266
$20.6K ﹤0.01%
427
267
$20.4K ﹤0.01%
500
268
$20.2K ﹤0.01%
+348
269
$20.2K ﹤0.01%
240
270
$20K ﹤0.01%
225
271
$19.9K ﹤0.01%
96
272
$19.7K ﹤0.01%
241
273
$19.2K ﹤0.01%
2,115
274
$18.9K ﹤0.01%
89
275
$18.9K ﹤0.01%
180
-66
9 10
11
12 13