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
276
$15K ﹤0.01%
132
277
$14.3K ﹤0.01%
306
278
$14.3K ﹤0.01%
129
-41
279
$13.9K ﹤0.01%
164
280
$13.6K ﹤0.01%
113
-4
281
$13.5K ﹤0.01%
272
282
$13.5K ﹤0.01%
28
283
$13.3K ﹤0.01%
46
284
$13.2K ﹤0.01%
16
285
$13.2K ﹤0.01%
33
-1
286
$13K ﹤0.01%
446
+3
287
$12.8K ﹤0.01%
299
288
$12.7K ﹤0.01%
500
289
$12.6K ﹤0.01%
130
290
$12.5K ﹤0.01%
95
291
$12.5K ﹤0.01%
13
292
$12.4K ﹤0.01%
474
-95
293
$12.2K ﹤0.01%
136
-34
294
$12.1K ﹤0.01%
91
295
$12K ﹤0.01%
93
296
$11.9K ﹤0.01%
2,000
297
$11.8K ﹤0.01%
207
298
$11.8K ﹤0.01%
195
-811
299
$11.5K ﹤0.01%
27
300
$11.2K ﹤0.01%
168
10 11
12
13 14