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
$168M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$2.83M
3
+$2.56M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.92M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.63M

Top Sells

1
+$7.17M
2
+$2.67M
3
+$2.49M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.25M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.2M

Sector Composition

1 Communication Services 1.22%
2 Financials 1.19%
3 Technology 1.16%
4 Healthcare 1.1%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+45
277
$3K ﹤0.01%
+500
278
$3K ﹤0.01%
36
279
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11
280
$3K ﹤0.01%
100
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10
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90
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$3K ﹤0.01%
100
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58
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+24
286
$3K ﹤0.01%
21
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$3K ﹤0.01%
36
288
$2K ﹤0.01%
36
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$2K ﹤0.01%
+100
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$2K ﹤0.01%
30
291
$2K ﹤0.01%
+295
292
$2K ﹤0.01%
+100
293
$2K ﹤0.01%
57
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$2K ﹤0.01%
95
297
$2K ﹤0.01%
30
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51
299
$2K ﹤0.01%
+260
300
$2K ﹤0.01%
56
10 11
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