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

Top Sells

1
+$24M
2
+$1.03M
3
+$638K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$517K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$467K

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
276
$20.5K ﹤0.01%
225
277
$20.3K ﹤0.01%
+603
278
$20K ﹤0.01%
775
279
$19.9K ﹤0.01%
241
280
$19.9K ﹤0.01%
89
281
$19.8K ﹤0.01%
75
282
$19.8K ﹤0.01%
110
283
$19.7K ﹤0.01%
2,390
-172
284
$19.4K ﹤0.01%
427
-96
285
$19.2K ﹤0.01%
2,115
286
$18.6K ﹤0.01%
30
287
$18.2K ﹤0.01%
96
288
$18.1K ﹤0.01%
445
289
$18.1K ﹤0.01%
800
290
$17.8K ﹤0.01%
91
291
$17.7K ﹤0.01%
273
+166
292
$17.6K ﹤0.01%
251
-23
293
$17.3K ﹤0.01%
+292
294
$16.9K ﹤0.01%
110
-34
295
$16.7K ﹤0.01%
151
296
$16.6K ﹤0.01%
32
297
$16.5K ﹤0.01%
136
+3
298
$16.4K ﹤0.01%
1,058
299
$16.2K ﹤0.01%
113
300
$16.2K ﹤0.01%
195
+155
10 11
12
13 14