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
276
$16.5K ﹤0.01%
954
277
$16.3K ﹤0.01%
120
278
$16.1K ﹤0.01%
101
279
$16.1K ﹤0.01%
427
280
$15.9K ﹤0.01%
30
-8
281
$15.7K ﹤0.01%
445
-532
282
$15.5K ﹤0.01%
569
-156
283
$15.4K ﹤0.01%
285
284
$15.3K ﹤0.01%
415
285
$15.2K ﹤0.01%
290
+140
286
$15K ﹤0.01%
110
287
$15K ﹤0.01%
1,058
288
$14.7K ﹤0.01%
27
289
$14.6K ﹤0.01%
110
290
$14.3K ﹤0.01%
396
+80
291
$14.1K ﹤0.01%
306
292
$14.1K ﹤0.01%
134
+5
293
$13.9K ﹤0.01%
364
+2
294
$13.8K ﹤0.01%
164
-899
295
$13.8K ﹤0.01%
+400
296
$13.7K ﹤0.01%
30
297
$13.6K ﹤0.01%
100
298
$13.6K ﹤0.01%
+367
299
$13.6K ﹤0.01%
170
-140
300
$13.5K ﹤0.01%
118
-111
10 11
12
13 14