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
301
$13.1K ﹤0.01%
+583
302
$12.9K ﹤0.01%
2,000
303
$12.9K ﹤0.01%
272
304
$12.9K ﹤0.01%
16
305
$12.9K ﹤0.01%
299
-182
306
$12.8K ﹤0.01%
132
307
$12.8K ﹤0.01%
443
+24
308
$12.8K ﹤0.01%
+118
309
$12.4K ﹤0.01%
91
310
$12.3K ﹤0.01%
+490
311
$12.1K ﹤0.01%
117
+4
312
$12K ﹤0.01%
95
313
$11.9K ﹤0.01%
28
314
$11.9K ﹤0.01%
27
-2
315
$11.9K ﹤0.01%
+235
316
$11.6K ﹤0.01%
46
317
$11.5K ﹤0.01%
500
318
$11.5K ﹤0.01%
+225
319
$11.5K ﹤0.01%
34
+1
320
$11.4K ﹤0.01%
13
321
$11.4K ﹤0.01%
93
322
$11.3K ﹤0.01%
+887
323
$11.1K ﹤0.01%
118
-54
324
$11.1K ﹤0.01%
+106
325
$10.9K ﹤0.01%
28
11 12
13
14 15