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
301
$11.1K ﹤0.01%
745
302
$11K ﹤0.01%
28
303
$10.9K ﹤0.01%
3
304
$10.8K ﹤0.01%
118
305
$10.5K ﹤0.01%
42
306
$10.5K ﹤0.01%
456
307
$10.4K ﹤0.01%
43
308
$10.4K ﹤0.01%
30
309
$10.3K ﹤0.01%
200
-410
310
$10.2K ﹤0.01%
19
311
$10K ﹤0.01%
28
312
$9.97K ﹤0.01%
103
313
$9.82K ﹤0.01%
250
314
$9.75K ﹤0.01%
147
315
$9.56K ﹤0.01%
233
316
$9.49K ﹤0.01%
110
317
$9.41K ﹤0.01%
213
318
$9.23K ﹤0.01%
78
319
$9.07K ﹤0.01%
6
320
$9.06K ﹤0.01%
113
321
$9K ﹤0.01%
459
+119
322
$8.97K ﹤0.01%
315
323
$8.93K ﹤0.01%
60
324
$8.92K ﹤0.01%
44
325
$8.76K ﹤0.01%
8,850
11 12
13
14 15